How to use the all trust accounts grid?

Button:	Description:
	Click to add an account. For additional information, see Adding accounts.
	Click to edit an account. For additional information, see Editing accounts.
	Click to delete an account. For additional information, see Deleting accounts. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.
	Click to display a list of available actions. Most selections apply to the currently selected loan. The available Actions are: Make bank deposit Reconcile account Create positive pay file Hide Inactive Accounts Hide Account Balances
	Click to display a list of available reports. The available options are: Print Register Select & Print checks
	Click to Export the contents of the grid to Microsoft Excel.
	Click to customize the grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not.
	Click to refresh the contents of the grid.
	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.

This article discusses how to use the All Trust Accounts grid to add, edit, and delete Trust Accounts.