This report lists your Expense Items, which can be filled in via the Expense Description List (shown below) accessed by selecting ‘Tables’ > ‘Expense Descriptions’ from the top Main Menu toolbar (File Menu).
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Codes’ tab and select ‘Expense Items’ from the Print Reports screen to invoke the Expense Items screen (shown below).
Generating / Printing the Report
From the Expense Items screen, select from the following options:
- Preview: Selecting this button enables you to view the report before printing.
- Print: Selecting this button sends the report to the default printer.
- To PDF: This button prints the report to PDF and saves a copy to Document Management.
- Cancel: This button undoes any changes and cancels the print job.