Is there a report that I can see all of my trust accounting activity?

If you would like to see the Trust Activity in any date range follow the steps below:

  1. Click Reports from your blue menu bar
  2. Scroll to the bottom to find the Trust Report
  3. Click the “Generate” button for that report

This report will allow you to choose your dates to/from, choose any specific client or run it by a specific account manager. You can also group this report either by Month, Client, Project, or Bank Account.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk