You can now create Trust, Escrow and Retainer accounts with the ability to write cheques directly from the accounts. When creating a retainer, escrow or trust account, you can choose which bank account to link it to giving you the ability to track all transactions recorded to this account. You also have the ability to transfer funds from a retainer, trust or escrow account into your designated operating account automatically.

When selecting this feature in the preferences of your company file, you can select to use the term Retainer, Trust Account or Escrow within your AccountEdge Company file.

Your selection in the preference will appear in the To Do Lists and the Retainer, Escrow & Trust Information window as a default type, however you can change this each time you create a retainer, escrow or trust to track.