Trust Account Reports
- Design custom reports of trust information.
- Save custom report designs for future reporting.
- Design custom resident trust labels.
- Inquire into individual resident’s trust accounts and into specific trust detail.
- Print End-of-Day, End-of-Month and Current and History Trial Balances.
- Print Resident Statements and Balance Verification letters for resident or family to review.
- Print the Out-of-Balance report to verify that residents' balances equal the balance in the trust detail file.