Trust Ledger Balance Report
This report shows trust ledger card balances as of the date selected. Apart from showing t…
Trust
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Trust Ledger Activity Summary Report
This report shows the ledger card activity for a specified period of time in the summary fo… -
Trust Ledger Transactions Report
The Trust Ledger Transactions Report shows all of the transactions for selected ledger c… -
Trust Client Balance Report
The Trust Client Balance Report shows a concise trust balance statement for ALL matters o… -
Trust Balance by Matter Name Report
If you use matter names as a type of business (e.g. Purchase, Bankruptcy etc.) that you do,… -
Trust Journal
This report shows you a history of activity in a particular trust account during a given ti… -
Trust Receipts Journal
This report is the ‘deposits half’ of the trust journal and shows you a histo… -
Trust Disbursement Journal
This report is the ‘withdrawal half’ of the Trust Journal and shows you a his… -
Trust Transfer Record
The CosmoLex software allows you to transfer trust funds from one matter to another. Ther… -
Three Way Reconciliation Report
In Canada, this report is known as the Trust Bank – Client Reconciliation Report. … -
Client’s Trust Ledger Report
The client’s trust ledger lists deposits and withdrawals to and from the specifie…
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