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Merge Fields for Transactions

There are numerous merge fields available for use in the Microsoft Word document templates for transactions.

Copy the desired fields from these tables and paste them into your template.

Global (System Fields)

Field Name	Text to Paste Into Your Template
Global	«Global»
Global_Today	«Global_Today»
Global_Today_Day	«Global_Today_Day»
Global_Today_Month	«Global_Today_Month»
Global_Today_Year	«Global_Today_Year»
Global_User	«Global_User»
Global_User_Display	«Global_User_Display»
Global_User_First	«Global_User_First»
Global_User_Last	«Global_User_Last»
Global_User_Middle	«Global_User_Middle»

Firm (System Fields)

Field Name	Text to Paste Into Your Template
Firm	«Firm»
Firm_Addr	«Firm_Addr»
Firm_Addr_Addr1	«Firm_Addr_Addr1»
Firm_Addr_Addr2	«Firm_Addr_Addr2»
Firm_Addr_City	«Firm_Addr_City»
Firm_Addr_Ctr	«Firm_Addr_Ctr»
Firm_Addr_Ctr_Full	«Firm_Addr_Ctr_Full»
Firm_Addr_Full	«Firm_Addr_Full»
Firm_Addr_St	«Firm_Addr_St»
Firm_Addr_St_Full	«Firm_Addr_St_Full»
Firm_Addr_Zip	«Firm_Addr_Zip»
Firm_BookKeeper	«Firm_BookKeeper»
Firm_BookKeeper_Name	«Firm_BookKeeper_Name»
Firm_BookKeeper_Name_Display	«Firm_BookKeeper_Name_Display»
Firm_BookKeeper_Name_First	«Firm_BookKeeper_Name_First»
Firm_BookKeeper_Name_Last	«Firm_BookKeeper_Name_Last»
Firm_BookKeeper_Name_Middle	«Firm_BookKeeper_Name_Middle»
Firm_BookKeeper_Phone	«Firm_BookKeeper_Phone»
Firm_BookKeeper_Title	«Firm_BookKeeper_Title»
Firm_Email	«Firm_Email»
Firm_Fax	«Firm_Fax»
Firm_LawFirmId	«Firm_LawFirmId»
Firm_Phone	«Firm_Phone»
Firm_WebSite	«Firm_WebSite»

Transaction (System Fields)

Field Name	Text to Paste Into Your Template
Transaction	«Transaction»
Transaction_Address	«Transaction_Address»
Transaction Address_Address 1	«Transaction_Address_Addr1»
Transaction Address_Address 2	«Transaction_Address_Addr2»
Transaction Address_City	«Transaction_Address_City»
Transaction Address_County	«Transaction_Address_Ctr»
Transaction Address_Ctr_Full	«Transaction_Address_Ctr_Full»
Transaction_Address_Full	«Transaction_Address_Full»
Transaction _Address_St	«Transaction_Address_St»
Transaction_Address_St_Full	«Transaction_Address_St_Full»
Transaction_Address_Zip_Code	«Transaction_Address_Zip»
Transaction_Address_Full	«Transaction_Address_Full»
Transaction_Address_St	«Transaction_Address_St»
Transaction_Address_St_Full	«Transaction_Address_St_Full»
Transaction_Address_Zip	«Transaction_Address_Zip»
Transaction_Amount	«Transaction_Amount»
Transaction_AmountInWords	«Transaction_AmountInWords»
Transaction_BankAccountName	«Transaction_BankAccountName»
Transaction_BankAccountNumber	«Transaction_BankAccountNumber»
Transaction_BankName	«Transaction_BankName»
Transaction_BankType	«Transaction_BankType»
Transaction_ClearDate	«Transaction_ClearDate»
Transaction_ClearDate_Day	«Transaction_ClearDate_Day»
Transaction_ClearDate_Month	«Transaction_ClearDate_Month»
Transaction_ClearDate_Year	«Transaction_ClearDate_Year»
Transaction_Cleared	«Transaction_Cleared»
Transaction_CreditCardType	«Transaction_CreditCardType»
Transaction_DepositSlipDate	«Transaction_DepositSlipDate»
Transaction_DepositSlipDate_Day	«Transaction_DepositSlipDate_Day»
Transaction_DepositSlipDate_Month	«Transaction_DepositSlipDate_Month»
Transaction_DepositSlipDate_Year	«Transaction_DepositSlipDate_Year»
Transaction_IndexNumber	«Transaction_IndexNumber»
Transaction_Mtr	«Transaction_Mtr»
Transaction_Mtr_AreaOfLaw	«Transaction_Mtr_AreaOfLaw»
Transaction_Mtr_AreaOfLaw_Code	«Transaction_Mtr_AreaOfLaw_Code»
Transaction_Mtr_BillingMethod	«Transaction_Mtr_BillingMethod»
Transaction_Mtr_Client	«Transaction_Mtr_Client»
Transaction_Mtr_Client_Salutation	«Transaction_Mtr_Client_Salutation»
Transaction_Mtr_Client_Title	«Transaction_Mtr_Client_Title»
Transaction_Mtr_ClientIssuedMtrId	«Transaction_Mtr_ClientIssuedMtrId»
Transaction_Mtr_Client_Billing	«Transaction_Mtr_Client_Billing»
Transaction_Mtr_Client_Billing_Addr	«Transaction_Mtr_Client_Billing_Addr»
Transaction_Mtr_Client_Billing_Addr_Addr1	«Transaction_Mtr_Client_Billing_Addr_Addr1»
Transaction_Mtr_Client_Billing_Addr_Addr2	«Transaction_Mtr_Client_Billing_Addr_Addr2»
Transaction_Mtr_Client_Billing_Addr_City	«Transaction_Mtr_Client_Billing_Addr_City»
Transaction_Mtr_Client_Billing_Addr_Ctr	«Transaction_Mtr_Client_Billing_Addr_Ctr»
Transaction_Mtr_Client_Billing_Addr_Ctr_Full	«Transaction_Mtr_Client_Billing_Addr_Ctr_Full»
Transaction_Mtr_Client_Billing_Addr_Full	«Transaction_Mtr_Client_Billing_Addr_Full»
Transaction_Mtr_Client_Billing_Addr_St	«Transaction_Mtr_Client_Billing_Addr_St»
Transaction_Mtr_Client_Billing_Addr_St_Full	«Transaction_Mtr_Client_Billing_Addr_St_Full»
Transaction_Mtr_Client_Billing_Addr_Zip	«Transaction_Mtr_Client_Billing_Addr_Zip»
Transaction_Mtr_Client_Billing_Name	«Transaction_Mtr_Client_Billing_Name»
Transaction_Mtr_Client_Billing_Name_Display	«Transaction_Mtr_Client_Billing_Name_Display»
Transaction_Mtr_Client_Billing_Name_First	«Transaction_Mtr_Client_Billing_Name_First»
Transaction_Mtr_Client_Billing_Name_Last	«Transaction_Mtr_Client_Billing_Name_Last»
Transaction_Mtr_Client_Billing_Name_Middle	«Transaction_Mtr_Client_Billing_Name_Middle»
Transaction_Mtr_Client_Code	«Transaction_Mtr_Client_Code»
Transaction_Mtr_Client_Company	«Transaction_Mtr_Client_Company»
Transaction_Mtr_Client_Email	«Transaction_Mtr_Client_Email»
Transaction_Mtr_Client_Funds_Operating	«Transaction_Mtr_Client_Funds_Operating»
Transaction_Mtr_Client_Funds_Trust	«Transaction_Mtr_Client_Funds_Trust»
Transaction_Mtr_Client_Name	«Transaction_Mtr_Client_Name»
Transaction_Mtr_Client_Name_Display	«Transaction_Mtr_Client_Name_Display»
Transaction_Mtr_Client_Name_First	«Transaction_Mtr_Client_Name_First»
Transaction_Mtr_Client_Name_Last	«Transaction_Mtr_Client_Name_Last»
Transaction_Mtr_Client_Name_Middle	«Transaction_Mtr_Client_Name_Middle»
Transaction_Mtr_Client_Prim	«Transaction_Mtr_Client_Prim»
Transaction_Mtr_Client_Prim_Addr	«Transaction_Mtr_Client_Prim_Addr»
Transaction_Mtr_Client_Prim_Addr_Addr1	«Transaction_Mtr_Client_Prim_Addr_Addr1»
Transaction_Mtr_Client_Prim_Addr_Addr2	«Transaction_Mtr_Client_Prim_Addr_Addr2»
Transaction_Mtr_Client_Prim_Addr_City	«Transaction_Mtr_Client_Prim_Addr_City»
Transaction_Mtr_Client_Prim_Addr_Ctr	«Transaction_Mtr_Client_Prim_Addr_Ctr»
Transaction_Mtr_Client_Prim_Addr_Ctr_Full	«Transaction_Mtr_Client_Prim_Addr_Ctr_Full»
Transaction_Mtr_Client_Prim_Addr_Full	«Transaction_Mtr_Client_Prim_Addr_Full»
Transaction_Mtr_Client_Prim_Addr_St	«Transaction_Mtr_Client_Prim_Addr_St»
Transaction_Mtr_Client_Prim_Addr_St_Full	«Transaction_Mtr_Client_Prim_Addr_St_Full»
Transaction_Mtr_Client_Prim_Addr_Zip	«Transaction_Mtr_Client_Prim_Addr_Zip»
Transaction_Mtr_Client_Prim_Email	«Transaction_Mtr_Client_Prim_Email»
Transaction_Mtr_Client_Prim_Fax	«Transaction_Mtr_Client_Prim_Fax»
Transaction_Mtr_Client_Prim_Name	«Transaction_Mtr_Client_Prim_Name»
Transaction_Mtr_Client_Prim_Name_Display	«Transaction_Mtr_Client_Prim_Name_Display»
Transaction_Mtr_Client_Prim_Name_First	«Transaction_Mtr_Client_Prim_Name_First»
Transaction_Mtr_Client_Prim_Name_Last	«Transaction_Mtr_Client_Prim_Name_Last»
Transaction_Mtr_Client_Prim_Name_Middle	«Transaction_Mtr_Client_Prim_Name_Middle»
Transaction_Mtr_Client_Prim_Phone_Cell	«Transaction_Mtr_Client_Prim_Phone_Cell»
Transaction_Mtr_Client_Prim_Phone_Home	«Transaction_Mtr_Client_Prim_Phone_Home»
Transaction_Mtr_Client_Prim_Phone_Work	«Transaction_Mtr_Client_Prim_Phone_Work»
Transaction_Mtr_Client_Sec	«Transaction_Mtr_Client_Sec»
Transaction_Mtr_Client_Sec_Addr	«Transaction_Mtr_Client_Sec_Addr»
Transaction_Mtr_Client_Sec_Addr_Addr1	«Transaction_Mtr_Client_Sec_Addr_Addr1»
Transaction_Mtr_Client_Sec_Addr_City	«Transaction_Mtr_Client_Sec_Addr_City»
Transaction_Mtr_Client_Sec_Addr_Ctr	«Transaction_Mtr_Client_Sec_Addr_Ctr»
Transaction_Mtr_Client_Sec_Addr_Ctr_Full	«Transaction_Mtr_Client_Sec_Addr_Ctr_Full»
Transaction_Mtr_Client_Sec_Addr_Full	«Transaction_Mtr_Client_Sec_Addr_Full»
Transaction_Mtr_Client_Sec_Addr_St	«Transaction_Mtr_Client_Sec_Addr_St»
Transaction_Mtr_Client_Sec_Addr_St_Full	«Transaction_Mtr_Client_Sec_Addr_St_Full»
Transaction_Mtr_Client_Sec_Addr_Zip	«Transaction_Mtr_Client_Sec_Addr_Zip»
Transaction_Mtr_Client_Sec_Email	«Transaction_Mtr_Client_Sec_Email»
Transaction_Mtr_Client_Sec_Fax	«Transaction_Mtr_Client_Sec_Fax»
Transaction_Mtr_Client_Sec_Name	«Transaction_Mtr_Client_Sec_Name»
Transaction_Mtr_Client_Sec_Name_Display	«Transaction_Mtr_Client_Sec_Name_Display»
Transaction_Mtr_Client_Sec_Name_First	«Transaction_Mtr_Client_Sec_Name_First»
Transaction_Mtr_Client_Sec_Name_Last	«Transaction_Mtr_Client_Sec_Name_Last»
Transaction_Mtr_Client_Sec_Name_Middle	«Transaction_Mtr_Client_Sec_Name_Middle»
Transaction_Mtr_Client_Sec_Phone_Cell	«Transaction_Mtr_Client_Sec_Phone_Cell»
Transaction_Mtr_Client_Sec_Phone_Home	«Transaction_Mtr_Client_Sec_Phone_Home»
Transaction_Mtr_Client_Sec_Phone_Work	«Transaction_Mtr_Client_Sec_Phone_Work»
Transaction_Mtr_Client_Type	«Transaction_Mtr_Client_Type»
Transaction_Mtr_DateOpened	«Transaction_Mtr_DateOpened»
Transaction_Mtr_DateOpened_Day	«Transaction_Mtr_DateOpened_Day»
Transaction_Mtr_DateOpened_Month	«Transaction_Mtr_DateOpened_Month»
Transaction_Mtr_DateOpened_Year	«Transaction_Mtr_DateOpened_Year»
Transaction_Mtr_DefaultTrustBank	«Transaction_Mtr_DefaultTrustBank»
Transaction_Mtr_DefaultTrustBank_AccountName	«Transaction_Mtr_DefaultTrustBank_AccountName»
Transaction_Mtr_FileNumber	«Transaction_Mtr_FileNumber»
Transaction_Mtr_OwnerName	«Transaction_Mtr_OwnerName»
Transaction_Mtr_PONumber	«Transaction_Mtr_PONumber»
Transaction_Mtr_UnbilledBalance	«Transaction_Mtr_UnbilledBalance»
Transaction_Mtr_UnpaidBalance	«Transaction_Mtr_UnpaidBalance»
Transaction_Memo1	«Transaction_Memo1»
Transaction_Memo2	«Transaction_Memo2»
Transaction_Payee	«Transaction_Payee»
Transaction_ReferenceNumber	«Transaction_ReferenceNumber»
Transaction_SignedAmount	«Transaction_SignedAmount»
Transaction_TransactionDate	«Transaction_TransactionDate»
Transaction_TransactionDate_Day	«Transaction_TransactionDate_Day»
Transaction_TransactionDate_Month	«Transaction_TransactionDate_Month»
Transaction_TransactionDate_Year	«Transaction_TransactionDate_Year»
Transaction_TransactionStatus	«Transaction_TransactionStatus»
Transaction_TransactionType	«Transaction_TransactionType»

UpdatedJune 30, 2025