How to generate a disbursements detail by payee report for a trust account?

To print the Disbursements Detail by Payee report:

• Click on  Trust Accounts in the left panel of The Mortgage Office®.
• Click Tasks & Reports from the menu located on the left of the window.
• Under the Management Reports section, click  Disbursements Detail by Payee.
• Select the Reporting Period from the drop-down list. The options are:
  
  • All Dates
  • This Month
  • Last Month
  • Quarter to Date
  • Year to Date
  • Last Year
  • Last 3 Months
  • Last 6 Months
  • Last 9 Months
  • Last 12 Months
  • Last 24 Months
  • Last 36 Months
  • Last 48 Months
  • Last 60 Months
  • Custom Period

• Click  to open a print preview window containing the report. 
  • To learn how to use the print preview window, click here.
• Click  or the  in the corner of the assistant to exit.