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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 7, 2023

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Request Approval

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  1. Click on Billing on the menu bar
  2. Select Trust Accounting
  3. Click on the Trust Request you want to submit for approval from Trust Request list
  4. Click on More options
  1. Select Submit for approval from the dropdown list
  2. Select the approver of the invoice and click Submit for approval

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