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Archiving Trust Account Ledgers
Archiving Trust Account Ledgers
Justin Tilley avatar
Written by Justin Tilley
Updated over 2 years ago

Archiving trust account ledgers allows you to exclude unused ledgers from your end of month reports.

How it works

  • Ledgers that have not been archived will always show in end of months reports

  • Once a ledger has been archived, it will no longer show in end of month reports provided there was no balance and no transactions for the entire month of the report

How to archive a ledger

  1. Go to the Trust Accounting section in the left menu

  2. Navigate to the Ledgers tab

  3. Click the Archive button to archive the ledger

How to restore an archived ledger

  1. Go to the Trust Accounting section in the left menu

  2. Navigate to the Ledgers tab

  3. Click into the Archived Ledgers sub tab

  4. Click the Unarchive button to restore the ledger

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