Trustee Minutes
In Client Accounting, the Trustee distribution minutes are automatically populated with the amounts that have been coded to the distribution to beneficiaries area.
However, when the tax distribution is different to the accounting distribution, how do we overcome this? We have several clients that have distributions come into the tax return from other entities, but do not show on the financials for their particular trust. Other than exporting the minutes and manually altering, is there another way to correct the actual amounts distributed as per the tax return and not the financials?
