About Trust Disbursement Journal Report

The Trust Disbursement Journal Report provides a list of records of all Trust invoices with a PAID status.

You are able to view records within your specified date range.

At this time, you are not limited to the number of months of data you are able to generate for a Trust Disbursement Journal report.

The Trust Disbursement Journal report contains information such as:

• Invoice payment date, payment method, payee, client name, purpose of the payment, and the payment amount.

Who Can Access the Trust Disbursement Journal Report

Anyone who has access to Danalix platform is able to use the Trust Disbursement Journal Report.

How to Generate Trust Disbursement Journal Report

To generate this report go to:

Step 1

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




Step 2

The pop-out window will display a list of disbursements in order of newest to oldest. You can “Save To File”, “Print” or “Download in PDF format” the report.

How to Save To File, Print, or Download Trust Disbursement Journal Report

Go to:

Trust Reports sidebar menu > Trust Disbursement Report > from the pop-up window, select the “date range” generated > Generate Report >from the report generated, 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: 30/08/2023