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The agreement/order field on the Trust Account Ledger does not match the agreement field on the Record of Deposits and Withdrawls Report

The agreement/order field on the Trust Account Ledger does not match the agreement field on the Record of Deposits and Withdrawls Report. This makes it difficult to reconcile between the two reports. The Trust Account Ledger does not pick up the order number, it seems to be when the report comes to an order it finds the first SC agreement number and repeats it for each line until it comes to the next payment for a creditor that has a SC agreement. If the same field details could be available on the Record of Deposits and Withdrawls as what is available on the Trust Account Ledger then this would simplify any reconciliations that take place. Ie the Trust Account Ledger field needs to be updated to show the same details as the Record of Deposits and Withdrawls.

  • Guest
  • Jan 20 2025
Project Operations
Company Wiley & Co
I need it... 1 month
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  • Admin
    Andrew Tucker commented
    20 Jan 01:23

    Hi Allison,
    Correct me if I am wrong but it sounds like you are describing a bug in one
    of those reports? If so, and you do have a bug on any of those reports
    please log a case on our Support Portal with examples to assist the team
    with a fix. If this is an enhancement suggestion please confirm and I can
    take a look for future improvement.
    cheers
    Andrew

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