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Modifying a Trust Account

How to change the information for a trust account?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 weeks ago

Step 1 : Click on the "Finances" tab on the main menu.

Step 2 : Select "Trust Accounts" in the "Trust" section.

Step 3: Select the account you want to modify and click on the pencil icon.

Alternatively, double-click on the account you want to modify.

Step 4: Make any necessary changes in the account file.

You can modify:

  • The number

  • The name

  • The default check printing template

  • Select to hide the account in the reports if the balance is 0

  • Make it inactive (or active)

  • Add an opening or closing date

  • Add a type (general or individual)

  • Add bank information

Fields with a red asterisk are required.

Step 5: Save with the green check mark.


Result: The trust account information is modified.


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