How do I record one check into separate retainer accounts?

How do I record one check into separate retainer accounts?

There are times where a client will submit one check for a trust and operating retainer and the firm is unable to get 2 separate checks. The firm would deposit the check in the trust bank account and then either transfer or write a check for the operating retainer amount to the operating bank account.

Here is how to record this in Zola Suite: 
  1. Create a new trust retainer for the full amount of the check
  2. Create a new trust check to yourself (and print it to deposit it in the operating bank account)
  3. Create a new operating retainer for the trust check created above
Make sure to notate the splitting of the check to the different bank accounts in the notes fields.

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