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            Allow Trust to Operating Transfer for fees WIP setting

            Created by Laura Gannon-Berg, Modified on Wed, 7 Aug at 8:59 AM by Laura Gannon-Berg

            Allow Trust to Operating Transfer of Fees WIP

            This is for US Clients.  

            Some States allow firms to pay themselves from Trust for WIP (before billing the client).

            Admin -> Firm -> Settings -> File

            Graphical user interface, text, application, email Description automatically generated

             

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