How to do Trust to Office for multiple clients

I interpret your question as asking whether it is possible to account for trust transfers made against multiple invoices where you bulk up the transfers together into one check or EFT. If so, the answer is yes, it is possible. When you do your reconciliation you will need to be able to identify which booked trust transfers to operating correspond to the bulk trust transfer on your bank statement because you will have to check off each individual trust item you booked to Smokeball as transferred to operating. In my office we use the below log to track this information. Each bulk transfer is assigned a Group # and totaled. If you do not use a method like this then I think 95%+ of firms will have have reconciliations off within 2 months.

Hi @Smokeball.Anonymous ,

To add to the brilliant answers already provided by @JKibler and @Melania , it is also useful to make sure that Trust and Office Cheque is activated in Billing settings > Accounts > Trust & Office Payment Cheque.

After following Melania’s steps and clicking the Pay button, also make sure to select the Print Manually option to enter in the cheque number if required.