Settings dialog box

Allows you to view the status of the active file and edit certain data items. The following data members are available:

File name

Displays the name of the current document file.

Directory

Displays the name of the directory in which the current document file is stored.

Entity Name

Provides a place for you to change the name of the current entity.

Type of Entity:

Displays and provides a place for you to change the current entity type.

Date of First Day of This Reporting Period

Provides a place for you to change the date for the first day of this reporting period.

Initial Reporting Period for This Fiduciary? (First Project Year Only)

Provides a place for you to change the designation of this reporting period as the initial reporting period for this fiduciary, i.e. the fiduciary held no assets prior to this period. If Yes, TotalTrust reports the inventory of assets as received by the fiduciary in the current reporting period.

County of Court of Jurisdiction

Provides a place for you to specify the name of the court of jurisdiction for this account. The name is used in reports as needed.

Court File Number

Provides a place for you to specify the court identifying number for this account. The identifier is used in reports as needed.

Court Division

Provides a place for you to specify the name of the division of the court of jurisdiction for this account. The name is used in reports as needed.

Current Accounting Type

Provides a place for you to select or designate the type of the current account, i.e., First, Final, Interim, etc. You may select from the list in the drop-down or enter a new one. The type is used in reports as needed.

Print reports using E-File format when supported?

When this option is selected, reports are printed in a format that conforms to the court's requirement for electonically filed documents.