Welcome to Escrow Organizer’s Knowledge Center, a compilation of troubleshooting,
frequently asked questions and how-to items for your use. If you need more
information or can’t find the solution to your situation, please visit the Contact Us
page and complete the online form.

Q. How do I add a new Bank Account or Client Account?

• Select Bank or Client Account from either the Data Forms menu or click the appropriate button.
• Select “New”.
• Enter the Account ID – the ID can consist of up to 15 characters, no spaces or special characters.
• For Bank Accounts you may want to use the actual account number assigned by the bank.
• Select “Yes” to the “Do you want to add it” message.
• If the new account resembles another account that you have within Escrow Organizer, you may want to use its information to populate the new account. Respond “yes” to the “Do you want to copy data from another record?” message.
• Fill in the Account information and click the “Save” button.

Q. How many bank accounts can I set up?

• As many as you want! But remember that all trust accounts added up must equal the balance in
  our trust liability account, which there should be only one of.

Q. What are the Third Party records used for?

• When you enter a transaction, you will be required the enter the source or destination of the entry.
  The entries in the Third Party file are made available to you so you may select most often used payees and payers.

Q. How do I purchase a full license?

• Contact our sales department at (877) 674-6312. Upon satisfactory completion of the sales process, you will receive an activation code

Q. Can I batch my check printing?

• Sure! Enter as many check requests as you want. When you are ready to print your checks, simply select each check you want printed and off you go. There is no limit to the number of checks you can produce in one run!

Q. Can I write a trust check before I enter the trust deposit?

• This is not suggested! However should you need to do this, Escrow Organizer, during Transaction Entry, produces a message when an overdraft is detected, simply respond “OK” to the message. Remember this could be AGAINST regulations!

Q. I have installed your software but don't see a desktop icon. How to I start it?

• Click Windows Start button, then Programs, find your program on the menu list and click to start.
  It should be under Escrow Organizer

Q. What is the best way to get support?

• Free support is available for the first 90 days from date of purchase. Afterwards, we offer email and telephone support to those users who have purchased an Escrow Organizer maintenance agreement.
• Contact us at ClientSupport@EscrowOrganizer.com or (631) 265-8310. Normally you can expect a minimum of a 24-hour turn around. We have a lot of support scripts and knowledge base items accumulated from various situations.
• Backing up your data

Q. What is available for backing up my data?

• It is important to establish a regular back up routine to avoid losing data. The program does however,
  offer a back up routine available for use after any major transaction entry or processing has been performed. See the User Manual for further details.

Q. How do I enter a negative amount for a transaction?

• Preface the amount with a negative sign.

Q. Why can't I see the shopping cart when I click on the Cart link?

• If you are using a popup blocker software, you need to allow EscrowOrganizer.com as a trusted site in your popup software. This will allow popup pages to be seen.

Q. Why did I not receive my email with the username and password?

• If you are using a Spam Blocker (such as AOL Spam Blocker), your email may
  be blocked. If it is blocked, please check your software's Spam trash
  folder for the email.