Find out everything you ever wanted to know about the banking functions integrated into Trustee Suite: Opening Accounts, Deposits, Check Writing, Statement Reconciliation, and more…
Print Checks
Learn how to print checks in Trustee Suite.
Print Deposits
Learn how to print deposits in Trustee Suite.
Print W-9 Forms
Learn how to print W-9 forms in Trustee Suite.
Real Estate and Gross-to-Net Transactions Video
A recording of the September 2022 training class.
Receipts Log Compliance Video
A recording of the May 2022 training class.
Received Items
Learn how to access the Received Items screen, post to ledger, and mark transactions as reviewed in Trustee Suite.
Single-Entry Remote Deposit Check (RDC) Scanning
Learn how to use the RDC scanning feature.
Stale Checks Wizard
Learn how to easily Void, Stop Pay and Reissue checks that have gone stale in Trustee Suite.
Tax Identification Numbers (TINs)
Learn how to assign Tax Identification Numbers in Trustee Suite.
Transfer from Accounts
Learn how to transfer funds between accounts in Trustee Suite.
Transfer Funds
Learn how to transfer funds to another destination account in Trustee Suite.
Using the Receipts Log
Learn how to to log items received for deposit in Trustee Suite.
Void a Check
Learn how to void an individual check in Trustee Suite.
Void a Deposit
Learn how to use the One Step Deposit Reversal for simple deposits.
Wire Transfer (Incoming)
Learn how to create an incoming wire transfer in Trustee Suite.
Wire Transfer (Outgoing)
Learn how to create an outgoing wire transfer in Trustee Suite.
Wire Transfers or Bank Originated Transfers
Learn how to show a wire transfer in Trustee Suite.
Write a Check
Learn how to write an individual check in Trustee Suite.