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Matter with Receivable & Retainer Balance Report

In This Article…

Introduction

This report gives a list of matters which have outstanding balances as well as retainer balances. This report can be used to identify those matters and pay off outstanding amounts with either trust advances or use credit available from the operating account.

To Access Report

Go to Reports > Collection > Matter with Receivable & Retainer Balance

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To preview the report, click view.

When ready, click download.

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Updated on July 8, 2019

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