Turn off Auto-Apply of Trust Payments on Matters

Problem/Issue:

When bills are posted, available trust funds are automatically being applied system-wide.  Certain matters need to have auto-apply turned off.

Prerequisites 

If available trust funds should be automatically applied for most matters system-wide, the Trust Account box should be checked in System Settings -> Billing -> General -> Posting Invoice -> Automatically Apply.

(If trust funds should rarely be automatically applied, then the Trust Account box can be unchecked.)

Resolution:

To turn off auto-apply on certain matters, but not all:

• Navigate to the Billing Settings on the Matter.

• Uncheck Use Default Settings.
• Uncheck Automatically Apply Trust.
• Save.