I need to be able to manualy transfer funds to operating. I recently had a bill that they had a partial credit on their account and funds in trust. I needed to have the credit go towards the outstanding balance first, and the the remainder be paid by transferring partial payment from trust. I contacted TS and all they could do was tell me how to undo the automatic transfer from trust for the entire balance. They could not guide be past that and never called me back either. I ended up doing something myself, but it was not the best way, but the only way I could do it and get my bill out in a timely fashion.
How often would you use this request?
every billing period and my second reason: when client's retain us. There entire payment is supposed to go into trust and then we would like to transfer part as a non-refundable fee retainer. This I also had to come up with my own solution.