Files > Working with transactions on a File > Trust transaction details

Trust transaction details

To see Trust check and receipt transactions on a File open the Trust view of File Details. Or open the All Transactions view and, if necessary, sort by Type.

The information shown for a Trust transaction includes the transaction date, Trust Bank Account, check or receipt number, who the check is to or the receipt is from, the receipt or check amount, and the Invoice Number of the Bill on which Trust was applied (if any).

Filtering the list

In the All Transactions view, you may filter transactions by date range.

Additionally, in the Trust view, you may choose to include checks only, receipts only, or both. If the firm has more than one Trust Bank Account, you may choose to show transactions for a particular one.