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Liquid Latitude Help
Account Selection
The Arrangements panel defaults to the account displayed currently and the party selected in the Account Navigator card. If the account is linked or the party is the primary party on the account, the system displays the Account Selection data grid. The data grid includes accounts based on the trust accounting configuration for the parties on the accounts. If you assigned all accounts to the general trust account or the configuration permits posting to the general trust account instead of the party's trust account, you can select multiple accounts. If the party on an account has its own trust account and doesn't permit deposits to the general trust account, only select accounts configured to use the same trust account.