Record transactions for a personal trust account

Follow these steps to record transactions for a child's personal trust account.

1. From the Home screen, click Financial > Personal Trust Accounts. The Personal Trust Account Search Criteria screen appears.

2. Click Person Search to select the child for whom you want to record or update a trust account. When you select the child, you are returned to the search criteria screen. The Personal Trust Account Search Results section appears at the bottom of the screen.

3. Click select for the desired account. The Personal Trust Account Details screen appears.

4. Click Add Transaction. The Transaction Details screen appears.

5. Enter the details of the transaction in the fields of the screen.

6. Click Save. The system returns to the Personal Trust Account Details screen.

7. Click Save. The system returns to the Personal Trust Account Search screen.

See also:

Record a personal trust account   

Add a commissary request to a personal trust account