What this article helps with: Creating a trust check request in Filevine automatically when a Hona Disbursement changes status.
Who this is for: Firm admins at firms that use Hona Disbursements and Filevine.
What it does. The Create Filevine Trust Check Request action creates a trust check request on the Filevine project linked to the disbursement. By default it fills in the Filevine project, the amount and the payee from the disbursement. You set the transaction type, description and memo. With Ready to create the check in queue on, the request goes straight to Filevine's check queue.
When it works. The trigger must be a disbursement status change. It works for client disbursements on cases linked to a Filevine project. Vendor payments are not supported, because the payee must be a Filevine contact.
If it fails. Hona does not retry a failed request, so it never creates a duplicate. Check the automation's Usage Report for the error, fix it, and create the request in Filevine by hand.
Related articles: What is Hona Disbursements?, How to Draft and Approve a Disbursement.