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. 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article