When is it OK to delete entries from a Matter Trust Activity ?
It is ONLY OK when you are cleaning up a mess you made previously. For example, let’s say you deposited a check into a client’s trust account and found it to be in error. Next, you deposited a negative deposit to reverse the initial deposit. Finally, you then went in and entered the deposit correctly. You can go in and delete the 2 entries made in error. Be very careful doing this! When an entry is deleted from a Matter Trust Activity, the checkbook is NOT affected. In other words, deleting an entry in the Matter Trust Activity does NOT delete it from the Checkbook. Also, modifying an amount of an entry on the Matter Trust Activity does NOT modify that entry in the Checkbook. You should enter a “negative” trust deposit to reverse the erroneous first entry. Then it is OK to delete both the first incorrect entry and the negative entry made to remove the amount from the Checkbook. Finally, be sure to reenter the deposit correctly.
