Trust Accounting Q&A: Changing the Trust Terminology on Statements

September 2020    Tags: , ,

On my statements, the trust account section displays “Trust Fund Balance,” but I want it to display “Your retainer balance is” instead. How can I change the terminology for the Trust section of my statements?

The terminology used on statements for trusts balances and remittance can be customized, and is unique to each bank account in Trust.

To change the trust account terminology on statements

  1. From the File menu, point to Open and select Bank Account Manager.
  2. Double-click the Bank you want to modify.
  3. Click the Integration Settings button.
  4. In the Current Balance field, enter the desired text (e.g., “Trust Fund Balance”).
  5. Click OK.
  6. Press Ctrl+S.
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