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CommunityHow do you access the "Date Shortcut Keys" when entering a Trust Payment in Trust Funds - Receive Payment. I see the pop-up box with the list but cannot find how to use it.

How do you access the "Date Shortcut Keys" when entering a Trust Payment in Trust Funds - Receive Payment. I see the pop-up box with the list but cannot find how to use it.

How do you access the "Date Shortcut Keys" when entering a Trust Payment in Trust Funds - Receive Payment. I see the pop-up box with the list but cannot find how to use it.

I tried many possibilities. It would be a major time saver since I typically enter deposits to the clients' accounts the next day. I presume the shortcut process would apply to all areas of the LEAP program, but this is the one that is most important to me now.

Thanks.


  • Hi @David Friedman (Customer)​,

     

    Thank you for posting on LEAP Community Discussions, and taking the time to notify us about your concern. This issue has been logged with our Development Team and we are working to rectify it. We will update you when it has been resolved.

     

    Kind regards,

    Devang

     

    Expand Post
    Selected as Best
  • Hi @David Friedman (Customer)​,

     

    Thank you for posting on LEAP Community Discussions, and taking the time to notify us about your concern. This issue has been logged with our Development Team and we are working to rectify it. We will update you when it has been resolved.

     

    Kind regards,

    Devang

     

    Expand Post
    Selected as Best

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How do you access the "Date Shortcut Keys" when entering a Trust Payment in Trust Funds - Receive Payment. I see the pop-up box with the list but cannot find how to use it.