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
Bank Account: Choose a trust account
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.