Trust Journal

This report shows you a history of activity in a particular trust account during a given time period.

To access this report, go to Reports > Trust > Trust Journal. 

For Canadian users, this report is located under Law Society Compliance Docs.

Report Filters

  • Trust Bank – Choose the particular Trust account of which you wish to see activity. 
  • Date Range – To capture the range of banking activity you wish to see, you can customize the date range to be covered in the report.


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report

Updated on November 16, 2021

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