For our Asia-Pacific customers, the term "Trust Account" is used, while European customers refer to it as "Client Account". It's important to mention that the Client/Trust Accounting functionality does not apply to customers in North America. For further information on regional terms, check out our Glossary of Regional Terminology.
If you manage multiple client /trust accounts, we have a high-level view of all your bank accounts. From this page you can:
- Search by bank account name
- Sort by name or balances
- Filter by company
- Filter by reconciliation status
- View unpresented deposits or payments reports for each bank
- Start a disbursement
- View bank statements