DESCRIPTION

This article is written with step-by-step Instructions to Release Funds from a Trust Account.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Trust Reserved Funds (TRRESENT) program
3. Trust Reserved Funds Maintenance - Reserved Funds Only screen appears
4. Search the Matter No
5. Double click on the required transaction 
6. Trust Red/Clrd field becomes 0.00
7. Type in Release Reason
8. Click on Release Funds button

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com

Related Article: OP TRUST Fund: How to unallocate an allocated TRUST fund for a Debtor Invoice?