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Estate & Power of Attorney Ledger Report

  • 16/07/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Trust > Estate & Power of Attorney > Estate & Power of Attorney Ledger

Purposes: Provides a central hub for downloading ledgers for Estate and Power of Attorney Accounts for a specified period. Users can choose to run the ledgers by either transaction date or entry date.

Filters:

Date Range Run the ledgers for the specified period, includnig transactions within the specified date range.
Run ByRun the ledgers by:
  • Entry Date
  • Transaction Date

NOTE: A transaction's inclusion within the specified date range is based on either its Entry Date or Transaction Date, as determined by the Run By option.

 
Report Fields:

DateThe date of the transaction.
ReferenceThe transaction number.
Paid To/Received from & ReasonDisplays the Payee or Payor of the transaction, and the transaction reason.
WithdrawalBank Fees and Withdrawal transactions.
DepositInterest and Deposit transactions.
BalanceThe Estate & Power of Attorney account balance.
Last Modified Date
16/07/2025 12:24 am
Title
Estate & Power of Attorney Ledger Report
URL Name
Estate-Power-of-Attorney-Ledger-Report-CA

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Estate & Power of Attorney Ledger Report