Table of contents

Saved Trial Balances Screen

Last modified
Table of contents


This screen is automatically populated with any saved trial balances requested in Trust Accounts using the Autoload. These are useful for periodic trial balances, trial balances for a specific beneficiary or even trial balances from other clients.

There are more details about the Autoload later in these Release Notes. However few sets of trust accounts need to use Saved Trial Balances.



Page statistics
193 view(s) and 2 edit(s)
Social share
Share this page?


CCH CGT & Dividend Scheduling


You must to post a comment.



 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |