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Trust Balance by Matter Name Report


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

Report Details

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.

Updated on October 3, 2018

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