Printing Trust Deposits

When you select to print trust deposits, the Client Trust Deposits report is generated.

  1. Select Trust > Trust Deposits. The Trust Deposits window appears.
  2. Click Print. The following window appears:

  3. Select the matter and account number you want to include in the printout. To include all matters or accounts, enter an asterisk (*). NOTE: Typically, you will only change the setting on this window if you are working with a real estate closing!

  4. Click Print.