Trust Accounting Q&A: Changing Trust Check Printing Order

May 2019    Tags: , ,

Although we used to print out checks individually, we have recently started printing checks in batches using the Print Trust Checks program. However, the checks are not being printed in order by Trust Account. Can this be changed?

Checks can be printed in either Entry Order or Trust Account Order. Entry Order will print checks in the order that they are entered into the software. Trust Account Order will print checks in Trust ID order, and if multiple check transactions exist for the same account, they are sorted by transaction date and then reference number.

To change the check printing order to Trust Account Order

  1. From the Utilities menu, select Customization.
  2. On the Main tab, in the Check Printing section, select the Trust Account Order option.
  3. Click OK.
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