Configuring Trust Accounts

Topics

Configuring Trust Account Management
Configuring Trust Account Payment Method

Configuring Trust Account Management

Set the following FIDs:

0190-Manage Trust Account
0278-Associate People
0279-Associate Address
0280-Associate Parcel
0331-Trust Account Associated Record
8342-Auto Create Trust Account

Set the following Standard Choices:

GLOBAL_TRUST_ACCOUNT
TRUST_ACCOUNT_ADMINISTRATOR

Configuring Trust Account Payment Method

Set the following FIDs:

8267-Enable Payment by Trust Account
8286-Fees Print Receipt Summary
8341-Auto Pay
8465-Deposit Trust Account During the payment

Set the following Standard Choices:

AUTO_PAY_TRUST_ACCOUNTS
DEPOSIT_FOR
PAYMENT_PROCESSING_DEFAULT_METHOD
TRUST_ACCOUNT_ONLY

PAYMENT_PROCESSING_METHOD

Note: Note that you must add the Trust Account field to the payment portlet, such as the Pay Form, in the Form Portlet Designer, to enable users to select a trust account during the payment process.