Outstanding_Trust_Report

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 Outstanding Trust Report shows trust balances that are still open or unresolved in the court system. It helps court staff track funds being held for active cases, such as cash bonds or trust deposits that have not yet been applied, refunded, forfeited, or cleared. Courts use the report to monitor outstanding liabilities, reconcile trust accounts, and ensure unresolved trusts are properly managed.

Do this...

1. Open Connect Court Management > Reports > Outstanding Trust Report.

2. Select a report title.

3. Enter the Report Date.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

4. Set up the Trust Types to Include.

A bond trust is a trust paid with a contract between a borrower and a lender in which the borrower promises to pay a specified rate of interest for each period the bond is outstanding and repay the principal at the maturity date.

A cash trust is an amount that is left in the care or guardianship of another. Use Cash to balance money being held in the liability account for cash bail posted.

5. Click Print (CTRL+P).

The report prints.

 

 

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