Total Legal Accounting 3
SECTION 1.3.1 - TRUST DATA ENTRY
This menu leads to functions that allow Trust transactions to be posted to Client Files. Transactions entered here will update the Client master-file and create entries in the File’s transaction-file. If relevant, the Securities and Banking files will be similarly affected.
The TRUST DATA ENTRY MENU is accessed as item 1 from the CLIENT/TRUST DATA ENTRY MENU. On selecting this function, the following will be displayed:
To return to the CLIENT/TRUST DATA ENTRY MENU, press <ESC>.