How do I add/manage my trust account?

To add a trust account to fund your disbursements:

1. From the side menu, select SETTINGS.

The Settings screen displays.

2. Select BANK INFORMATION.

The Bank Information screen displays.  

3. Select ADD TRUST ACCOUNT.
4. Enter your trust account details.
5. Select SAVE.

The details are saved and can be edited from here anytime. 

Note: You can select MAKE DEFAULT to make this account your default trust account.