In the Transactions section, you will see a slider at the top right that toggles between Account and Trust (it defaults to Account).
Note: The trust view has been replaced with the new Reconcile view for easier trust reconciliation!
View transactions related to the account or the case's trusts
In the Transactions section, you will see a slider at the top right that toggles between Account and Trust (it defaults to Account).
Note: The trust view has been replaced with the new Reconcile view for easier trust reconciliation!