Printing Deposit Slips for Trust Deposits

You can print a deposit slip to be used to deposit the trust money at the bank. For pre-printed deposit slips, contact Safeguard Business Systems at 1-800-432-7701.

1. Select Trust > Trust Deposits. The Trust Deposits window appears.

2. Highlight the trust deposit to be included in the deposit.

3. Click Deposit Slip. The deposit slip appears.
   
   

4. Change the page settings as follows:

   1. Date of Deposit: This defaults to the current date, but you can change it to the correct date for bank reconciliation purposes.

   2. Printer: Select the printer to which you want to send output.

   3. Offsets: The number of spaces vertically and horizontally to shift the slip. This setting will help you nudge the form up and down and left and right so you can get the information to print exactly in the fields of pre-printed forms.

5. Click Print to print the deposit slip.