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To auto-build a general receipt from a trust cheque

If you are transferring monies from trust to your general account, you can automatically generate a receipt from the trust cheque itself.

The General Receipts Screen will appear with a receipt generated for the transfer. However, each receipt line will need to be allocated to an invoice before finishing.

Repeat the steps above for each receipt to be allocated.

To auto-build a general receipt from a trust cheque

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