Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revision | |||
| firm:sop:trust-accounting [2025/11/03 05:19] – [Withdrawals] admin | firm:sop:trust-accounting [2025/11/03 13:58] (current) – [Withdrawals] admin | ||
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| - complete the transaction; | - complete the transaction; | ||
| - note the electronic transfer or check details on the requisition and append PDF images or wire confirmation as necessary; | - note the electronic transfer or check details on the requisition and append PDF images or wire confirmation as necessary; | ||
| - | - combine the signed requisition with the PDF images or wire confirmation; | + | - combine the signed requisition with the PDF images or wire confirmation |
| - file the combined requisition in Paperless. | - file the combined requisition in Paperless. | ||
