The Client/Trust Accounts list gives you a high-level view of all your bank accounts in one place — useful when managing multiple accounts across companies.
From the Client/Trust Accounts page you can:
Search by bank account name.
Sort by name or balance.
Filter by company or reconciliation status.
View unpresented deposits or payments reports for each bank.
Start a disbursement.
View bank statements.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.