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    Support Home Property Management System Owner Accounting Trust Accounting Print a Trust Cash Transactions Report for the Auditor

    Print a Trust Cash Transactions Report for the Auditor

    Generating a Trust Cash Transaction Report with receipts in numerical order in RMS.


    Steps Required

    1. Go to Reports > Owner Accounting > Trust Cash Transactions in RMS.
    2. Select the required Date Range.
    3. Select 'Group By' as 'No Grouping'.
    4. Export.

    Info

    Properties backdating Direct Credit Receipts in RMS will need to generate the report by Receipt Range instead of using the 'No Grouping' option.

    Visual Guide

    Go to Reports > Owner Accounting > Trust Cash Transactions in RMS.

    Select the required Date Range.

    Select 'Group By' as 'No Grouping'.

    Select 'Export' to generate the report using the selected options.

    The Trust Cash Transactions Report will display all Receipts and Refunds for the selected date range with Receipt Numbers in numerical order.



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