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Make sure to add payment and deposit categories for the Trust Ledger in the Databank.

\uD83D\uDCD8 InstructionsInstructions

  1. Click Administration > Trust Account Setup.

    1. The following window will display

  2. Image RemovedImage Added

  3. Click ‘Add’ under Account List.

Optional: Enter the account number for the account.

  1. In the Description field, enter a description (usually the bank name)

  2. In the Detail field, enter any notes you want to add.

  3. Click ‘Save’.

  4. REPEAT steps 3-7 for additional trust accounts.

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