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.

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