Trust Transaction Block

Typically placed on a dynamic auxiliary form after the Trust/Expense History list view to display existing records and allow entering a new record.

See the Trust or Expense Transactions article for the fields that are displayed.

Configuration Options

  • Hide Transaction Type
  • Hide Check #
  • Hide Receipt #
  • Hide Purpose
  • Hide Payee
  • Hide Payee Address
  • Hide SSN/TIN
  • Show Additional Information - Displays an "Additional Information" note field
  • Hide Check Cleared
  • Hide Trust Note
  • Require Transaction Type
  • Require Check #
  • Require Receipt #
  • Require Purpose
  • Require Payee
  • Require Check Cleared
  • Require Trust Note - The Trust Note becomes a case note and can be emailed
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us