Skip to content
  • There are no suggestions because the search field is empty.

I want to show my trust ledger minus my fees. Can I do this in Prolegis?

You can exclude your fee estimate from your cash to bring, net proceeds and trust ledger.

In the Actions > Account or Actions > Fee Estimation layout, you can set whether fees will be visible on the trust ledger. By default, the fees will be visible

By toggling the “Fees visible on trust ledger” switch and clicking “Save”, you can either show or hide the fees.

When “Fees visible on trust ledger” is set to off, the fees will not be shown in the cash to bring, net proceeds or trust ledger, will be removed for the cash to bring, net proceeds and other totals and will not be included in any produced documents.  

When “Fees visible on trust ledger” is set to on, the fees will be shown in the cash to bring, net proceeds or trust ledger and will be included in any produced documents.