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Trust Client Balance Report

Introduction

The Trust Client Balance Report shows a concise trust balance statement for ALL matters of a client as of a particular date.

To Access Report

Go to Reports > Trust > Trust Client Balance 

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Report Details

Client: Check the box to choose all clients. To choose a specific client, uncheck box and type in the client’s name. You can choose to view active clients only by checking the box. To choose inactive clients, uncheck the box.

Sort By: You can sort by Date Opened, Matter Owner, Matter Name, Matter File No.

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

To preview the report, click view.

When ready, click download.

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Updated on July 17, 2019

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