Trust Adjustments Advanced Topics

Trust adjustments can be edited or deleted after they are saved, but before they are posted. After a batch is ready, it can be marked Ready To Post and posted by a user with posting rights.

Use this article for advanced trust adjustment tasks, including editing, deleting, printing batch lists, marking batches ready to post, posting, purging, and unlocking batches.

Edit a trust adjustment

To edit an entry after it has been saved but before it has been posted:

On the Batch Form, select the entry to edit.
Select Form > Open.

You can also double-click the selected entry.
Edit the entry as needed.

Delete a trust adjustment

To delete an entry after it has been saved but before it has been posted:

On the Batch Form, select the entry to delete.
Select Form > Open.

You can also double-click the selected entry.
Click the Delete icon on the toolbar.

Print an edit list

Use an edit list to print details for unposted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Edit List.

Edit lists cannot be printed for posted batches. For posted batches, print an audit list instead. For more information about print selections, see Reports Overview.

Mark a batch ready to post

To mark a batch ready to post:

Double-click the folder that contains the batch or batches to be posted.
Select the Unposted batch to include.
Select Tools > Ready To Post.

Post a batch

Users must have rights to post to see the Post function. The batch status must be Ready to Post or Unposted. Empty batches cannot be posted.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Post.

Print an audit list

Use an audit list to print details for posted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Audit List.

Audit lists cannot be printed for unposted batches. For unposted batches, print an edit list instead. For more information about print selections, see Reports Overview.

Print a batch log

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Log.

For more information about print selections, see Reports Overview.

Purge transactions

Only posted and deleted batches can be purged. An empty batch must be deleted before it can be purged.

Open the area of Transactions where the items are to be purged.
Select the batch to purge.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Purge.

A Purge Log is automatically printed.

Purging may also be completed through Report Queues. This option can be helpful for running purge functions on a regular basis to clean up old batches.

Unlock a batch

A batch is locked if it is opened by another user. Batches opened by another user cannot be unlocked.

Open the area of Transactions where the locked batch is located.
Select the locked batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Unlock.

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