The Trust Accounting register presents information in a familiar
and logical interface that can be viewed for all clients or a single
client. Quick access to all processing functions is provided by a
context-sensitive menu, or by using the command button at the bottom
of the form. Available options are:
Click Image to Enlarge
- Make deposits
- Enter adjustments
- Reconcile account
- Print checks
- Delete transactions
- Write checks
- Transfer funds
- Print Register
- Edit transactions
- Void checks
and much, much more...!
As transactions are entered, all checks and deposits are simultaneously
posted to the corresponding trust account, eliminating any double
entry by the user and in turn, minimizing errors.
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