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