Printing Trust Deposits
When you select to print trust deposits, the Client Trust Deposits report is generated.
- Select Trust > Trust Deposits. The Trust Deposits window appears.
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Click Print. The following window appears:
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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!
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Click Print.