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How to Convert an Outgoing Fund into a Cheque, Wire, or E-Transfer request

Once you know how an anticipated outgoing fund will be paid, you can convert it directly into a specific payment method.

Step-by-Step Instructions: 

  1. Select the specific Matter and navigate to the Matter Transactions page.

    00133-turner-Real Estate Purchase - 123 Mockingbird Lane Ashton ON K0A 1B0 Canada (4)
  2. Locate the outgoing fund (highlighted in red) and click the Actions button next to it.
  3. In the dropdown menu, select your preferred method of payment you would like to convert the outgoing fund to: cheque, e-transfer, or wire. 

    00133-turner-Real Estate Purchase - 123 Mockingbird Lane Ashton ON K0A 1B0 Canada (5)

4. When selected, the outgoing fund will convert into the desired payment type.