How to Report on Outstanding Trust Requests
Objective:
- A method to understand and report out on unpaid or partially paid Trust Requests
Environment:
Additional Information:
- Trust Requests must have already been created and approved
- For assistance in working with CSV exports see here
Procedure:
- Click on the main Bills link
- By default, you will arrive at the Bills Unpaid
- Click Filters to the right
- Choose Trust Request under Type and click Apply Filters
- The page will render results for all Trust Requests that are still pending full payment
- Optionally, click Export at the bottom of the page
- Export the filtered Trust Requests into a spreadsheet for further filtering in Excel