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TM Bill Layout for funds

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Edward Posted: Wed, Sep 2 2009 10:09 PM
I have a Bill Layout that I created years ago when I first started using BM.  If the client has any funds in a Trust Account (fund), then the bill will show the beginning balance, all transactions for the period, and an ending balance.  I want to tweak the Bill Layout a bit by adding a line across the page and some explanatory text at the beginning of the Trust Account section, but I can't find the funds section on the Bill Layout. 

Across the top of form are buttons for First Page Header, Other Page Headers, Page Footer, Fees, Expenses, AR Items, Tax, Aging, Phase, Staff, User Defined, Consolidated, and Miscellaneous.  None of them shows anything identified as being for the funds.

I am using TM9.0 on Windows XP.

How can I change it the display of the funds information?

Edward Still
attorney
Birmingham AL
Edward Still Edward Still Law Firm, Birmingham AL 35205 (TM/BM 8.0 on Windows XP)
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I believe the funds section is controlled by the miscellaneous section. Try putting the line and the explanatory information there and see what happens.

 

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

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