| Locations |
Click  to select the locations that contain the data for the activity.
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| As of Date |
Enter the date when escrow is reported. This date includes all of the registry and trust accounts, including invested funds. |
| Checking Accounts |
Type the checking account codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click  or press F4 to search for and select multiple codes.
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| Checking Accounts |
Type the checking account codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Fee Categories |
Type the fee category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Criminal Fee Codes |
Type the criminal fee codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Civil Fee Codes |
Type the civil fee codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Probate or Mental Health Fee Codes |
Type the probate or mental health fee codes to include in the activity. Separate each code with a comma or semicolon. Type
All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Family Fee Codes |
Type the family fee codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Miscellaneous Fee Codes |
Type the miscellaneous fee codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Report Options |
The following options are available for this report:
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Include money on hold – Indefinite |
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Include money on hold – Until paid off |
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Include money not on hold |
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Include Recipient Address |
When you select Include Recipient Address, the recipient’s address is displayed in the Recipient column on the money in escrow report. If there are multiple addresses on a party record, the following order of precedence
determines which address displays on the report:
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| List Name |
Type a name in this field if you want to save the data in the report as a list in List Manager. After you generate the report,
you can then access List Manager to view the list.
If the list name you entered already exists for your used ID, the report output will overwrite the existing list.
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