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View Trust Transactions And Save Filters
View Trust Transactions And Save Filters

How To View Trust Transactions And Save Filters In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

View Trust Transactions

You can view all of your trust transactions from the Trust Transactions list page which is available from the left sidebar navigation. Click on the "Trust Transactions" or the card icon link.

Once on the Trust Transactions list page, you can perform various actions:

  • Add Trust Transaction Attachments

  • Remove Trust Transaction Attachments

  • View Trust Transaction History

  • Search or filter by:

    • Client

    • Matter

    • Payer

    • Payment Method

    • Vendor

    • Client Status

    • Matter Status

  • Click the "All Filters" button to filter by more filter options.

Save Custom Filters on Trust Transactions List Page

When you filter trust transactions, you have the ability to "save" the filter options you currently have applied to the trust transactions list. This is a very powerful feature to help you organize and quickly access the specific trust transactions you need.

How To Save A Custom Filter:

  • On the Trust Transactions list page, select a filter dropdown on the page, such as Client, Matter, or Payment Method. You can also select the "All filters" button for more filtering options.

  • After you have applied the filters you need, click "Save Filters"

  • Enter your custom filter name in the pop up panel

  • Click "Save Filters"

  • You will now see a new oval, pill shaped button underneath the filters

  • Click "Clear Filters" to clear all filter options

  • Click your new custom filter name button and you will see all the filters re-applied automatically!

By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.

If you have any questions, please let us know!

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