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Viewing all Transactions

Updated over a year ago

Trust Transaction Inquiry

Experience the convenience of viewing all transactions created within this sale card with the Trust Transaction Inquiry feature. With this feature, you can quickly and easily keep an eye on amounts received and disbursed.

How Do I Access Trust Transaction Inquiry?

Within the sale card, select the Trust Transaction Inquiry tab to view your transaction history.

Double-click on a single line to open an individual transaction.

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