To create a trust adjustment, open Transactions > Trust Adjustments, create a new Trust Adjustment batch, enter the adjustment details, and save the batch.
All fields are required. Enter a negative amount to reduce the trust balance, or enter a positive amount to increase the trust balance.
Use Trust Adjustments to increase or reduce a trust balance in Juris. Trust adjustments are entered in a batch and saved from the Trust Adjustment window.
Create the trust adjustment batch
Select Transactions > Trust Adjustments.
- Select Form > New > Trust Adjustment to open a new Trust Adjustment batch window.
Select Form > New to open a new Trust Adjustment window.
Enter the adjustment details
- Enter the adjustment details in the Trust Adjustment window.
- Complete all required fields.
- In the amount field, enter the adjustment amount:
- Enter a negative amount to reduce the balance.
- Enter a positive amount to increase the balance.
- Optional: Press F9 in any text box to duplicate the value for that field based on the value used in the previous time entry.
Save the trust adjustment
- Select Form > Save to save the Trust Adjustment batch.