Requesting a Payment from the Trust Account

In this article:

• How-To Video
• Requesting a Trust Payment

You can request to make a payment from a trust account.

How-To Video

Requesting a Trust Payment

To request a payment:

1. In Actionstep, do one of the following:
   • If you're viewing a matter, hover over the Trust Account menu icon and choose Trust Request. The Trust Request page appears. (Go to Step 2.)
   • From the main Actionstep menu, click Trust > Requests > Trust Request.
     The Trust Request page appears. (Go to Step 2.)
2. On the Trust Request page, click Make Payment. The page is updated to show payment options. 
3. Click Add Payment Details.
4. In the available fields, enter the details about the request.
5. Once all of the relevant details have been entered, click Save.
6. In the Approvers section, click Add approver and add anyone that needs to approve the trust request (e.g., solicitor and trust accountant).
7. In the Assignee area, click Not assigned and add the approver's name.
   The trust request will be sent to them for approval.