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Here is a code sample that shows how to accomplish this. Please let me know if you have any questions. // Post a ledger transfer out transaction ITransactionsManager tm = _sps.GetService<ITransactionsManager>(); // Get the destination leger IOrderContact contact = null; Guid orderContactID; Tag tag ...

Can you please paste your code? You should be able to set the trust account while creating the order (before the first save). This is exactly what Select does if you pick a trust account on the new order dialog. Also, please verify that your active profile has access to the trust account. Even if yo...

Not in this scenario. Because you are disbursing ledger transfers, the disbursement's status must be Posted. You can create pending checks via the API but cannot use them to disburse transfers.

chk.Status = TransactionStatus.Pending

You need to set the status of the Check to Posted. Also set the Reference Number if a check printing manager is not hooked up to your trust account.

Please refer to the code sample below that shows how you can accomplish this using the API. Hope this helps! // Load the revenue ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); ILedgerInfo ledgerInfo = lm.Ledgers .Where(l => l.Name == "RevenueLedger") .Single(); // Disburse...

The "LedgerInfo" that you pass into the NewLedgerTransferIn method must be the destination ledger.

I am pasting a code snippet below that illustrates how to create a transfer in transaction for an existing transfer out. Hope this helps! ITransactionsManager tm = _sps..GetService<ITransactionsManager>(); ILedgerTransferInTransaction transferIn = tm.NewLedgerTransferIn(_transferOut, ledgerInfo, _tr...

I don't see where you save the order after setting that tag. Can you please try this? public void AddTrustAccount(string orderNumber) { var configuration = GetConfiguration(); using (var selectServer = GetSelectServer(configuration)) { IOrderStore orderStore = selectServer.GetService<IOrderStore>();...

For an existing order, you just set a tag for the trust account id.

_order.SetTag("TrustAccountId", trustAccountID.ToString());

Please refer to the code sample below that shows how to set the trust account on an order in 3.0. Let me know if you have any questions. // sample to illustrate the creation of an order (blank) with a trust account IAccountsManager am = _sps.GetService<IAccountsManager>(); ITrustAccountInfo tacInfo ...