Trust Bank Journal - Common Tab Report Options
The Common tab contains the most common options on the Trust Bank Journal. It appears first when you open the Trust Bank Journal window.
The following are the primary report selections available on the Common tab:
Trust Bank Journal Common Tab Report Selections
Enter the account nickname (number) to view transactions for that bank account.
Enter a check (cheque) or receipt number to view that item.
Enter a date to view transactions on or after that date.
Enter a date to view transactions on or prior to that date.
You can specify how the Trust Bank Journal sorts transactions from the Common tab. The following Sort By options are available:
Trust Bank Journal Sort By Options
Select to list entries in chronological order.
Select to list transactions in order of entry.
Select to list transactions in order of check/cheque number.
Select to group receipts by their deposit slip number.
You can filter the report to include specific transaction types. The following Include options are available on the Common tab:
Trust Bank Journal Include Options
Select to include only receipts.
Select to include only disbursements (trust checks).
Select to include both disbursements and receipts.
The Common tab includes the Layout drop-down menu. You may select a custom layout from the Layout drop-down. Refer to Customizing PCLaw Reports to learn how to add or change a layout.
Click Adv Search to customize the filtering processes of transactions that appear on the report.