Generate a Daily Payment Report by Trust Account

Use the Daily Payment Report by Trust Account report to view detailed transactions for a specified payment date for each trust account your agency uses. Each trust account appears on a separate page.

To generate a Daily Payment Report by Trust Account

1. In the Main Menu window, from the Reports menu, click Internal > Payment > Daily Payments by Trust Account. The Enter Parameter Values dialog box appears. The information that appears in this dialog box varies, depending on the report you are generating.

2. In the Select Date box, type or select the payment date for which to generate the report and then click OK. The Daily Payments by Trust Account - Latitude Report Viewer window appears.