Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
borderColor#AAAAAA
bgColor#F1F0F0
titleColor#FFFFFF
borderWidth5
titleBGColor#804870
borderStylesolid
titleDescription

Audit trail on all trust system accounts by Activity Type, Date Range or Matter

Panel
borderColor#AAAAAA
bgColor#F1F0F0
titleColor#FFFFFF
borderWidth5
titleBGColor#E18A25
borderStylesolid
titlePurpose

This report is useful in that it helps you meet your Trust compliance regulations. These records can be used to see who did what in the Trust accounts.

Tip

For more information on Trust Accounting in Actionstep see here

...

Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053523014