Trust Events

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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.

Navigation

 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.

Select Screen_Shot_2020-07-23_at_4.27.57_pm.png

You will now be directed to the Trust Events Screen

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Event Filters

The Event Filters section contains options to either group events by type or to display all events in date order

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Users also have the option to filter the Event page by dates

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Event Summary

CAS 360 will Summarise all event transactions values under by the different event types

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Add Events

To enter Events, click

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CAS 360 is able to produce forms for a number of events such as:

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