Register of Trust Events
Document generated for Trust Events. The Register can also be produced from the Reports screen
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Name of Trust | «rote_trustName» | The Trust Name entered into the Trusts screen |
| Name of the Trustee | «rote_trusteeName» | The Trustee entered into the Trusts screen |
| The date the register was produced | «documentDate» | Document date. Date can be changed in the Reports screen |
| Event Details |
«rote_eventDetails» |
Name of the event entered into the Trust Events screen. |
| Transaction Date |
«rote_transactionDate» |
Date of the event entered into the Trust Events screen. |
| Transaction Type |
«rote_transactionType» |
Type of event entered into the Trust Events screen. |
| Transaction Details | «rote_transactionDetails» | Details of the event entered into the Trust Events screen. |
| Transaction Value | «rote_transactionValue» | Amount/Value of the event entered into the Trust Events screen. |
| Transaction Balance | «rote_transactionBalance» | Remaining Balance of the event entered into the Trust Events screen. |
| Manager Name | ${ManagerName} | Manager contact selected in the General Details screen |
| Manager Name in Proper Case | ${ManagerNameProperCase} | Manager contact selected in the General Details screen |
|
Manager First Name and Surname only |
${managerFirstNameSurnameOnly} |
Manager appearing in the General Details screen |
|
Manager First Name and Surname only Proper Case |
${managerFirstNameSurnameOnlyProperCase} |
Manager appearing in the General Details screen |
|
Partner Name |
${partnerName} |
Partner appearing in the General Details screen |
|
Partner Name, Proper Case |
${partnerNameProperCase} |
Partner appearing in the General Details screen |
|
Partner First Name and Surname only |
${partnerFirstNameSurnameOnly} |
Partner appearing in the General Details screen |
|
Partner First Name and Surname only Proper Case |
${partnerFirstNameSurnameOnlyProperCase} |
Partner appearing in the General Details screen |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
| Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
| Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
| Date Long Form no day |
${DLF_ND2}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
| Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
|
Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |