Prevail User Knowledge Base
E-Training*: Trust Account Setup
- Emily Doane
- Kyle Higgins
- mike.doane
This How-to covers creating a Trust Balance Report in Prevail.
To view an instructional video of this material, click the link below.
Video Link: Trust Account Setup
You can use the Trust Balance report in Prevail to see the complete trust account activity and balance for each matter, as well as a Grand Total trust balance.
This is a great tool to provide secondary documentation to reconcile your trust account(s).
Make sure to add payment and deposit categories for the Trust Ledger in the Databank.
Instructions
Click Administration > Trust Account Setup.
The following window will display
Click ‘Add’ under Account List.
Optional: Enter the account number for the account.
In the Description field, enter a description (usually the bank name)
In the Detail field, enter any notes you want to add.
Click ‘Save’.
REPEAT steps 3-7 for additional trust accounts.
Related articles
Adding Categories to the Databank