Article ID: 7890

Pre-Bill Selections - Trust Tab

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

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