Ledger Descriptions

Setup Tables

From the Trustee Suite Main Menu toolbar, select ‘Tables’>’Ledger Descriptions’ to invoke the Ledger Description List screen shown below.

The Ledger Description List table is comprised of the following columns, which are populated via the required text fields below the table:

  • ‘Item Code’:  Enter the applicable 3-digit code for the ledger item.
  • ‘Description’:  Enter an applicable ledger description.

‘New Item’ button:  Click on this button to create a new Expense Description.

‘Options…’ button:  Click on this button, as applicable, and select from the available options.

‘Power Edit’ checkbox:  Select this box if you would like to use the Power Edit feature.

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