Printing the Trust Disbursement Report

The trust disbursement report provides a list of checks for trust disbursements that have been issued or voiced. You have the ability to break down and group the data by fee code and check type.

To print the trust disbursement report:

Click Reporting or Fees & Finances from the navigation menu. Click Financial Activity in the Financial Reports group, and then click Trust Disbursement Report.

Enter the appropriate information in the trust disbursement report fields displayed.

Schedule or submit the report.