Search and/or Reprint Trust Account Receipt
To search or reprint a trust account receipt follow the steps below:
From the main Trust Account
- Hover over the Finances menu
- Click on Trust Accounts
- Select the correct trust account from the drop down menu (if more than 1 trust account is active)
- Select Recent Activity from the left side menu
- You can then either scroll through the list, or use the filters when the receipt number is known:
- Use the action buttons on the right side of the screen to View, Email or Print the receipt.
From a Listing
- Find the listing in Aro
- Click into the Trust Accounts tab on the left
- Select the correct ledger
- Find the transaction in the list
- Use the action buttons on the right side of the screen to View, Email or Print the receipt.