Requesting a Payment from the Trust Account

In this article:

• How-To Video
• Requesting a Trust Payment
• Exporting Trust Payment Requests in Bulk

You can request to make a payment from a trust account. You can also export a list of payment requests to share with your bank.

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.

Exporting Trust Payment Requests in Bulk

You can view and export your trust payment requests in bulk. The transaction list (with all the details you've specified) is exported as a CSV file, which you can then review and share with your bank. 

To do this:

1. In Actionstep, go to Trust > Requests >Trust  Request List. 
2. Apply any filters or sorting options you need. 
3. Once the list is as you expect, click the More drop-down list, and choose Export.

You can then review and share the file with your bank.