How_do_I_set_my_default_settings_for_entering_trusts_

How do I set my default settings for entering trusts?

 

Additional fields

Click [...] to view additional fields. This button is available when there are additional fields to view.


How do I add additional fields?

1. Click Options (F12).

2. Click the Trusts tab.

3. Click Select next to Additional Fields. Use the Selection form to move the field title to the Selected Items list. Click OK.


Amount

Use Amount to enter the trust amount.


Code

A code is a shorthand that allows you to enter a lengthy description using a few keystrokes. The code can be alphanumeric. One example of a code may include numbers assigned to violations, and there are many other examples.  

The default code is the code that displays in the Code field for setting up, applying, refunding, forfeiting, and so on.


How do I set the default setup code?

1. Click Options (F12).

2. Click the Trusts tab.

3. Enter default code for cash trusts and bond trusts.


Date

The Date is the date the system will use to record the transaction.  


Default additional fields

If some of the fields that you need are missing from the Setup New screen, you can add the missing fields to the Additional Fields area. You can also use the Additional Fields area to group together the fields that you use the most often.


How do I add additional fields to the Trusts tab?

1. Click Options (F12).

2. Click the Trusts tab.

3. Click Select next to Additional Fields. Use the Selection form to move the field title to the Selected Items list. Click OK.


Default codes for bond trusts

A bond  trust is a legal document that records the bond amount and terms with the understanding that the bond company promises to guarantee the appearance of the defendant. Use Cash to balance money being held in the liability account for cash bail posted.

You can set up the options to display a default code value in the Code field for the following transactions:

  • Set up code

  • FTA (Failure to Appear) code

  • Clear code

  • Additional fields


How do I change the default codes for bond trusts?

1. Click Options (F12).

2. Click the Trusts tab.

3. Use the options listed under Bond set up the default codes for bond trusts.




Default codes for cash trusts

A cash trust refers to a trust paid with currency, checks, or funds on deposit. Use Cash to balance money being held in the liability account for cash bail posted. You can set up the options to display a default code value in the Code field for the following transactions:

  • Set up a cash trust

  • Apply a cash trust

  • Refund a cash trust

  • Forfeiture a cash trust

  • Transfer a cash trust


How do I change the default codes for cash trusts?

1. Click Options (F12).

2. Click the Trusts tab.

3. Use the options listed under Cash to set up the default codes for cash trusts.


Description

A description is a word or phrase that describes the character or features of the record.

Do you want to use the default description?

  • Yes, I want to use the default description. Continue to the next field.

  • No, I want to use a different description. Click on the Description field, and then type in a new description.




    • Related Articles

    • How do I set up my Organization settings?

      You would set up your default settings in Organization to establish standard system preferences and operational settings used throughout the Court Management application. Default settings help ensure consistency in processing, reporting, scheduling, ...

    • How do I set up a new case?

      You would set up cases to define how the court system creates, organizes, tracks, and processes court cases within Court Management. Case setup establishes the structure for case types, numbering, statuses, schedules, financial assessments, and ...

    • How do I set a default setup code for entering an alternate order?

      A setup code is a title assigned to a code that creates a new alternate order. You can set up the options to display a default code value in the Code field that displays on the Alternate Orders tab. You would set a default setup code for entering an ...

    • How do I set up my default settings? (Employee Inquiry)

      Use Options to select the default settings for Employee Inquiry. When you open Employee Inquiry, click Options (F12) to view the form titled Employee Inquiry Options. Default tab Select the tab that will be displayed when you launch Employee Inquiry: ...

    • How do I change my default settings? (Billing Types)

      Change the default settings for the Billing Types table. You can change the default lookup, auto-increment billing type number, and restricted fields. Setting my default lookup 1. Open Connect Cemetery Management > Organization > Billing Types. 2. ...