Trust Account Entries Report

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 12:56 AM by Allison Cloyd

Overview

Similar to the Account Entries report but limited to Trust Accounts

Purpose

Shows all transactions within a date range for selected trust account(s). Able to filter by a specific transaction type or a specific transaction record. Good for finding details on a transaction when all you have is its reference number. Shows as debits, credits and balance.