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Melanie C
Level 1

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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!!! 

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