Why is there a default trust account field on the matter screen?
This is meant to be a time saver. Usually firms will keep a matter’s trust money in one physical trust account. If that is the case, you can enter that chart of account number in this field on the matter maintenance screen. Each time you enter a trust deposit or request a trust check for that matter, the appropriate account number will be auto-filled. This does NOT mean you don’t have to check your own work/posting reports, miscoding happens all the time!
