About EFT Report

The Electronic Funds Transfer (EFT) report provides a list of all Trust Invoices that have been paid using EFT, within a specified date range.

At this time, you are not limited to the number of months of data you are able to generate for an EFT report.

You are also able to view an individual client EFT form that was completed at the time of the invoice payment.

Example screenshot

Who can Access EFT Reports

Anyone who has access to Danalix platform is able to use the EFT Report.

How to Generate EFT Reports

To generate this report, go to:

Trust Reports sidebar menu > Reports sub-menu > EFT Report > from the pop-up window, select the “date range” > Generate Report.

How to Save To File, Print, or Download EFT Reports

To save to file, print or download this report, go to:

Trust Reports sidebar menu > Reports sub-menu > EFT Report > from the pop-up window, select the “date range” > Generate Report > on the report screen, click, Save To File, Print or Download.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

How to View Individual Client EFT Reports

To Print or download this report, go to:

Trust Reports sidebar menu > Reports sub-menu > EFT Reports > from the pop-up window, select the “date range” > Generate Report > on the EFT report screen, locate the individual EFT report > Actions menu > View/Print link > view the EFT information on the EFT pop-up screen.

How to Save To File, Print, or Download Individual Client EFT Reports

Go to:

Trust Reports sidebar menu > Reports sub-menu > EFT Reports> from the pop-up window, select the “date range” > Generate Report > Actions menu > View/Print > from the EFT Form screen, click Save To File, Print or Download.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

Updated on: 19/09/2023