Melanie C
Level 1

Banking

I'm at a total loss.  I am at a law firm and we receive settlement checks which I am depositing into the trust account with the offset to a liability account.  I'm coding the deposit "received from" as the customer name/job in the hopes that it will show up on the customer detail report, but the deposit isn't showing up.  I'm not sure what I'm doing wrong.  Please help!!!