Article ID: 7277

Bill Selections - Trust Tab

The Trust tab on the Bill Selections window provides the following bill selection options:

  • Include Trust - includes unbilled fees on the bill
  • Show Balance Forward - shows the Trust Balance Forward from the last invoice
  • Start Date - includes trust transactions that you enter on or after the date
  • End Date - includes trust transactions that you enter on or before the date
  • Sort By - sorts the trust transactions by date, account number, or transaction type