Trust Transactions List Search

You can also view all trust transactions, search, and/or filter trust transactions from the Trust Transactions list page.

Go to the Trust Transactions list page by clicking on "Trust Transactions" link in left navigation bar.
In the search bar, you can enter the invoice number, client number, client name, matter number, matter name, payer name, vendor name, trust number, trust reference, or trust description to search trust transactions
- Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the trust transactions list by:
- Client
- Matter
- Payer
- Vendor
- Client Status
- Matter Status
Click the "All Filters" button to filter by more filter options.

You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on the Trust Transactions List Page

If you have any questions, please let us know!