Exporting Deposits and Payments Reports
Users can search and export Trust Deposits and Payments reports.
1.
Click Reports in the left pane.
2.
Select General Reports then Deposits and Payments
3.
To export a Trust Deposits and Payment report, set your preferred Category and Date range then click on Preview
4. A pop up window will appear
5. Select Export to Excel or Export to PDF as preferred
Repeat the above steps for Received payments report, Trust Payments report, Trust Deposits report and Trust and Office Balances report.
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