The Receipts Log reports details on all of the items entered into the Receipts Log in Trustee Suite. You can look at entries for a specific case or for all cases. For detailed information on using the Receipts Log, click here.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Other’ tab and select ‘Receipts Log’ from the Print Reports screen to invoke the Parameters for Receipts Log screen (shown below).
Generating the Report
From the Parameters for Receipts Log screen, populate the following fields:
- Trustee: Select the Trustee number or ‘-All-‘.
- Case: Select the Case number via the drop-down box.
- Received From: Enter the appropriate date range.
- Report Format: Select either ‘Short (Required Fields Only)’, ‘Long (All Informational Fields)’ or ‘Full (Include Audit Info)’ via the radio buttons.
- Sort by: Select either ‘Input Order’, ‘Received Date’, ‘Trustee’, ‘Case Number’, ‘Case Name’, ‘Amount’, ‘Instrument Type’ or ‘Payor’ via the radio buttons.
- Show Undeposited Only: Select this checkbox if you wish to display undeposited only in your report.
Printing the Report
From the Parameters for Receipts Log screen, select from the following options:
- Preview: Selecting this button enables you to view 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.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.