Ways to get help while you work:
- Handy Tool Tips
for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
- Quick-Pick Lists
are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
- Help Screens
are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”
The Trust Case Accounting Report is a report detailing the entire trust record, including deposits and checks written for a particular client or division.
Click on CLIENTS > TRUST CASE ACCOUNTING REPORT on the main Taskbar from anywhere in the Geni Law program.
Immediately upon clicking the tab, the print overlay screen opens:
Please make the following selections:
|Start date||Select a start date; default is current date|
|End Date||Select an end date; default is current date|
|Client Code||A quick-pick list appears for ease of selection; default is ALL|
|Case Number||The case number auto-fills when a specific client is selected; default is ALL|
|Division||A quick-pick list appears for ease of selection; default is ALL|
|Case Type||A quick-pick list appears for ease of selection; default is ALL|
|Inlude Zero Balance||Enter “Y”es to include zero balance; default is “N”o|
|Active||Enter (A)ctive, (I)nactive or (B)oth; default is Active|
|Select Print to||“S”creen or “P”rinter; default is Printer|
|Number of Copies||Enter number of copies; default is 1|
Press Print for print results, or press ESC to return to the previous screen.