If you would like to see the Trust Activity in any date range follow the steps below:
- Select Reports from the main menu
- Click on the Accounting tab and scroll to the bottom to find the Trust Report
- 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.