Trust Account Entries Report

Modified on Mon, 14 Nov, 2022 at 12:56 AM

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. 

 

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