Trust Accounting Q&A: Check Printing Order

March 2022    Tags: Checks, Printing, Trust Accounting

We recently installed Trust Accounting. We started printing checks, but noticed that they are printing in the order that we are entering them. Is it possible to print them in order based on trust account?

Checks can be printed in either Entry Order or Trust Account Order.

To print checks in Trust Account Order

1. In the Quick Launch, search for and select “Customization.”
2. On the Main tab, in the Check Printing section, select the Trust Account Order option.
3. Press Ctrl+S.

Now the checks will print in trust account order. If multiple check transactions exist for the same trust account, they are additionally sorted by transaction date and then reference number to establish check order.