Review Your Trust Transactions

To review trust transactions:

From Banking

1. From the navigation panel, click Banking.
2. On the Banking screen, double-click on the relevant bank account.
3. Scroll down to review the transaction history.
4. If necessary, utilize the filter icon to refine and customize the displayed transactions.
   

From the Matter

1. From the navigation panel, click Matters.
2. On the Matters screen, double-click the specific matter and scroll down to its Summary section.
3. From the tabs atop the section, click Banking.
4. The Transaction tab opens by default, displaying the transaction history for the selected matter.
5. To view only the Trust transaction, click on the filters icon.
6. On the Filters screen, from the Bank Type field’s drop-down, select Trust.
7. The Transactions screen updates accordingly.