Trust & Credit Accounting
The articles in this section explain how trust and credit accounting are managed in MyCase. They cover topics such as retainers, requesting funds, applying payments from trust/credit, and more!
By Ben and 5 others6 authors15 articles
Trust Accounting By Case
Refunding an offline deposit made into a trust account
How do I withdraw funds from a client's trust account? [w/ VIDEO]
Recording a Trust Deposit or Retainer [w/ VIDEO]
How do I pay an invoice with funds from my client's trust account?
Minimum Trust Balance
How do I correct an erroneous transaction on my trust account?
Where can I see a client's trust account activity
Where can I see the full history of my law firm’s trust account?
Recording Trust (IOLTA) Interest Deposits & Withdrawals