Item Description Codes

About Code Reports

This report lists your Item Description Codes, which can be filled in via the Ledger Description List (shown below) accessed by selecting ‘Tables’ > ‘Ledger 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 ‘Item Description Codes’ from the Print Reports screen to invoke the Item Description Codes screen (shown below).

Generating / Printing the Report

From the Item Description Codes 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.

Leave a Reply

Your email address will not be published. Required fields are marked *