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Trust Balance by Matter Name Report

Introduction

If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy etc.), this report provides trust balances grouped by matter name as of a particular date.

To Access Report

Go to Reports > Trust > Trust Balance by Matter Name

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Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Sort By: You can sort by Client Name, Matter File Number, or Date Opened

Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year

Report Print Options

Apply page break between items.

To preview the report, click view.

When ready, click download.

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Updated on July 17, 2019

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