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How to Request Trust Funds

If you want to ask a client for trust funds, create a trust fund request.

When you add a requested trust fund to your bank account, Nojumi will add it to the bank account as an expected incoming fund, not an actual transaction.

1. Open the matter transaction page

2. Click on Add Incoming Funds and select Request Trust Funds

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3. Complete the Request Trust Funds tab by entering the transaction information and clicking on Request Trust Funds

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4. Your transaction will be added in blue to reflect that it is an expected transaction and not an actual transaction, this means the projected balance of the matter increases, but the actual balance remains unchanged.

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