Ledger Categories
Learn how to generate the Ledger Categories report, which makes it easier to view all EOUST-defined ledger categories, which can be filled in via the Ledger Category List.
Category: Banking
Write a Check
Learn how to write an individual check in Trustee Suite.
Wire Transfer (Outgoing)
Learn how to create an outgoing wire transfer in Trustee Suite.
Wire Transfer (Incoming)
Learn how to create an incoming wire transfer in Trustee Suite.
Wire Transfers or Bank Originated Transfers
Learn how to show a wire transfer in Trustee Suite.
Void a Deposit
Learn how to use the One Step Deposit Reversal for simple deposits.
Void a Check
Learn how to void an individual check in Trustee Suite.
Link Deposits
Learn how to link deposits in Trustee Suite.
Using the Receipts Log
Learn how to to log items received for deposit in Trustee Suite.
Transfer Funds
Learn how to transfer funds to another destination account in Trustee Suite.