--- title: How to use the register grid? description: This article discusses how to use the Register grid in Trust Accounts. --- [Skip to content](https://help.themortgageoffice.com/knowledge/using-the-register-grid#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register) October 9, 2026 # How to use the register grid? ## This article discusses how to use the Register grid in Trust Accounts. ### **To access the register grid in trust accounts:** - Click on the **Trust Accounts** drop-down in the left panel of The Mortgage Office®. - From the list that drops down, **select** the Trust Account drop-down for the account for which you wish to use the register. - Click **All** to open the Register. - Below is a list of available functions: | **Button:** | **Description:** | | --- | --- | | ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=18&height=18&name=edit.png) | Click to **Edit** a transaction.  For additional information, see [Edit Transactions](https://help.themortgageoffice.com/knowledge/how-to-edit-a-transaction?hsLang=en). | | ![delete with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/delete%20with%20button%20border%20outline.png?width=43&height=24&name=delete%20with%20button%20border%20outline.png) | Click to **Delete** a transaction. For additional information, see [Delete Transactions](https://help.themortgageoffice.com/knowledge/how-to-delete-a-transaction-in-a-trust-account?hsLang=en). CAUTION: When you delete a record, the information is **permanently** removed from the database. Once a record is deleted it cannot be recovered. | | ![lightning bolt with downward arrow, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png?width=38&height=26&name=lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png) | Click to display a list of available actions. Most selections apply to the currently selected loan. The available **Actions** are: - [![dollar-sign-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/dollar-sign-solid.png?width=18&height=18&name=dollar-sign-solid.png)](https://app.themortgageoffice.com/help/EnterDeposits.html)[Enter Deposits](https://help.themortgageoffice.com/knowledge/how-to-enter-a-deposit?hsLang=en) - ![loan import assistant](https://help.themortgageoffice.com/hs-fs/hubfs/loan%20import%20assistant.png?width=24&height=18&name=loan%20import%20assistant.png) [Enter Checks](https://help.themortgageoffice.com/knowledge/how-to-enter-a-check?hsLang=en) - [![circle-half-stroke-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/circle-half-stroke-solid.png?width=18&height=18&name=circle-half-stroke-solid.png)](https://app.themortgageoffice.com/help/EnterAdjustments.html) [Enter Adjustments](https://help.themortgageoffice.com/knowledge/how-to-enter-an-adjustment?hsLang=en) - ![transfer\_arrow](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/transfer_arrow.png?width=24&height=24&name=transfer_arrow.png) [Transfer Funds](https://help.themortgageoffice.com/knowledge/how-to-transfer-funds-in-register?hsLang=en) - ![square-xmark-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-xmark-solid.png?width=18&height=18&name=square-xmark-solid.png) [Void Transaction](https://help.themortgageoffice.com/knowledge/how-to-void-transactions-in-register?hsLang=en) - ![book-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/book-solid.png?width=19&height=18&name=book-solid.png) [Clear Status](https://help.themortgageoffice.com/knowledge/how-to-change-transaction-clear-status-in-register?hsLang=en) - [![university](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/university.png?width=18&height=18&name=university.png)](https://app.themortgageoffice.com/help/MakeBankDeposit.html) [Make Bank Deposit](https://help.themortgageoffice.com/knowledge/how-to-make-bank-deposit?hs_preview=scLivYtT-114721684583&hsLang=en) - [![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/refresh.png?width=18&height=18&name=refresh.png)](https://app.themortgageoffice.com/help/ReconcileAccount.html) [Reconcile Bank Account](https://help.themortgageoffice.com/knowledge/how-to-reconcile-account?hs_preview=hxbeVxfy-114721685011&hsLang=en) - [![wallet](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/wallet.png?width=18&height=18&name=wallet.png)](https://app.themortgageoffice.com/help/CreatePositivePayFile.html) [Create Positive Pay File](https://help.themortgageoffice.com/knowledge/how-to-create-a-positive-pay-file?hs_preview=nkRAnIBX-133642649412&hsLang=en) | | ![image-png-May-30-2023-04-25-42-0296-PM](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/image-png-May-30-2023-04-25-42-0296-PM.png?width=30&height=24&name=image-png-May-30-2023-04-25-42-0296-PM.png) | Click to **Group** or **Ungroup** bank deposits. For additional information, see [Make bank deposit](https://help.themortgageoffice.com/knowledge/how-to-make-bank-deposit?hs_preview=scLivYtT-114721684583&hsLang=en). | | ![](https://help.themortgageoffice.com/hubfs/image-png-Oct-04-2023-04-35-50-0581-PM.png) | Click to **edit** and **view** the Account properties. | | ![PRINT with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/PRINT%20with%20button%20border%20outline.png?width=57&height=24&name=PRINT%20with%20button%20border%20outline.png) | Click to ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=16&height=16&name=print.png) [Select & print checks.](https://help.themortgageoffice.com/knowledge/how-to-select-and-print-checks?hsLang=en) | | ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/refresh.png?width=18&height=18&name=refresh.png) | Click to **refresh** the contents of the grid. | | ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-20-2023-08-58-13-3285-AM.png) | Use the drop-down menu to select a **period** to display. The available options are: - **All** Dates - **Quarter** To Date - **Year** To Date - Last **3** Months - Last **6** Months - Last **9** Months - Last **12** Months - Last **24** Months - Last **36** Months - Last **48** Months - Last **60** Months | | **![search criteria\_search\_clear all](https://help.themortgageoffice.com/hs-fs/hubfs/search%20criteria_search_clear%20all.png?width=110&height=24&name=search%20criteria_search_clear%20all.png)** | Use the **Find** feature to quickly search for a word(s) in the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. 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