With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, gifting, income, and expense transactions for a trust.
From the Main toolbar navigate to Trust
To select a Trust that has been previously set up in CAS 360, simply search and click on the Trust Name from the list.
You will now be directed to the Trust Events Screen
The Event Filters section contains options to either group events by type or to display all events in date order
Users also have the option to filter the Event page by dates
CAS 360 will Summarise all event transactions values under by the different event types
To enter Events, click
CAS 360 is able to produce forms for a number of events such as: