Home on the web ~ Dan Van Fleet

Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Home on the web ~ Dan Van Fleet - Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Creating a Transfer Ledger in ProTrust

Today we are switching attorneys at a Title Company I support.  Rather than printing individual checks to the attorney, we want to group those checks into a monthly disbursement.

SoftPro will automatically create the initial ledger however, in an efficient operation there are lookup tables that need updated, and maybe templates. The automatic creation of the ledger also causes an informational window to show up asking if a new ledger should be created.  Personally I love this, but it can overwhelm users.

First document the Trust Account that is holding the funds.

Then Open ProTrust and click on the New Ledger Icon in the window:

Fill out the Ledger Screen with the information you need.

Now we''re ready to save the Ledger

Easy as that, a new ledger has been added to ProForm.

Now setup your DS field to a "-" and put the new Ledger name (Firm File ID of new ledger) in Address line 2, when you export, a transfer will be made from the file ledger to the new holding ledger.

To handle files currently in the pipeline, we create a lookup table item on the Payee name to include the Payee Name, DS field and the address fields.  Set that to the first lookup table item, then users can press <F9><Enter> as fast as humanly possible to pull the first entry.

Sometimes these items are sent to a flex check to allow proper disbursement, if you do that, be sure to put the Transfer Ledger''s Firm File ID in the first address line of the check it is flexing to.

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Category: SoftPro

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