| FEATURE |
FA |
CTA |
| Handles Trust
/Probate Accountings |
 |
 |
| Handles
Conservator/Guardian Accountings |
 |
|
|
Goal-balance-seeking
Fiduciary account transaction registers to match bank statements
for reconciliation |
 |
|
| Contains
Fiduciary register reports |
3
types |
1
type |
|
Use
a Sell Wizard to handle selling an item and posting the results |
 |
|
|
Charges and Credits recapitulation report |
 |
 |
|
List-oriented recapitulation report |
 |
|
|
List-oriented recapitulation report combining gains and sales
into one schedule |
 |
|
| Schedule sort
choices during data entry |
10 |
8 |
| Designed for
screen resolution |
1024x768 |
800x600 |
|
Import
data from Excel with automatic or manual posting to schedules |
 |
|
|
Fast,
datasheet-style data entry available for receipts and disbursements |
 |
|
|
Year-end
rollover of property on hand to a new accounting |
 |
|
|
Record
transfers between accounts, but print on recap only if desired |
 |
always on recap |
| Create and store
unlimited amounts of Accountings |
 |
 |
| Case management
for unlimited cases and contacts |
 |
 |
| Choice between
standard or customized page header
and footer information |
 |
standard only |
| Unlimited
categories to classify items |
 |
 |
| Check off which
categories are using on the Ending Inventory schedule |
 |
|
|
Print
categories for schedule entries
|
 |
 |
| Schedule items
are automatically numbered |
 |
|
|
Up
to $999,999,999 largest number
|
 |
 |
|
Record
check numbers if desired
|
 |
 |
|
Print
each schedule separately as needed
|
 |
 |
|
Print
schedules on any Windows-defined ink jet or laser printer
|
 |
 |
|
Export
a schedule into any word processor or e-mail
|
 |
 |
|
sort printed schedules by date or category
|
 |
 |
| sort printed
schedules by item description |
 |
|
|
Output
is ready to file in court |
 |
 |
| Total schedules
allowed per Accounting |
84 |
50 |
| Total schedule
styles |
9
(add combined gain/loss) |
8 |
|
Create Accounting Wizard |
 |
 |
| Use a Balance
Flag to keep entries in balance |
 |
 |
| Price |
$495 |
$325 |