Unable to see Trust Bank in Trust Bank Manager or AR Entry

  • Updated

In AR Entry or in the Trust Bank Manager, the only Bank Accounts that are available and displayed are those that have been flagged as Trust Accounts in Bank Account Entry.  If you cannot see the Bank in AR Entry or the Trust Manager, open AP Manager and access TOOLS, Bank Accounts.  Enter the Bank Code of the account you need and call it up in the Bank Account Entry window.  On the bottom right you will see a Trust Account option.  Place a check mark in this option and click the SAVE Button.


NOTE: You may be required to exit AR Manager and re-enter before you can see this newly flagged trust account.

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