How do I track trusts and bonds?

• Related Articles

• How do I set up trusts and bonds?

  You would set up trusts and bonds to manage funds held by the court for cases involving cash bonds, bail deposits, or other trust-related financial obligations. This setup allows the court to track how trust funds are received, applied, refunded, ...

• How do I add/remove a bond company?

  What is it A bond company is a business that provides surety bonds on behalf of defendants to guarantee their appearance in court. Instead of paying the full cash bond amount directly to the court, the defendant pays a fee to the bond company, and ...

• Outstanding Trust Report

  An outstanding trust is a trust that has not yet been disposed and has a pending balance. A cash trust is an amount that is left in the care or guardianship of another, while a bond trust is a legal document that records the bond amount and terms. An ...

• 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. ...

• How can I track allocations?

  In addition to tracking allocations by an employee's position, you can tag an allocation with a worker's compensation code, GL activity code, and job number. The GL activity code can report on subsystems that are interfaced to the Connect General ...