It is possible to create a custom trust template for Statement per bank account. This is useful if you want a custom trust statement per Trust Bank Account.


The Statement always defaults to 'Trust Statement' for all types of trust accounts including CMA's and Investement accounts.


You can however upload a 'custom' trust statement template to each Trust Bank Account.


To do this go to ADMIN > TRUST ACCOUNTING >  Expand Bank Account section and click on the pencil to upload a custom template. You can download the default one by click on 'Create New' from the dropdown list for the Statement Template


Here is a quick video to show you how to do that. https://cl.ly/dfda6bc2a23c