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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

    Click to Edit a transaction.  For additional information, see Edit Transactions.

    delete with button border outline

     

    Click to Delete a transaction. For additional information, see Delete Transactions.

    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

    Click to display a list of available actions. Most selections apply to the currently selected loan. The available Actions are:

    image-png-May-30-2023-04-25-42-0296-PM

    Click to Group or Ungroup bank deposits. For additional information, see Make bank deposit.

    Click to edit and view the Account properties.

    PRINT with button border outline

    Click to print Select & print checks.

    refresh

    Click to refresh the contents of the grid.

    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 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. Learn more here

     

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