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Trust Ledger Balance Report

Introduction

This report shows ledger card balances at a given point in time. Apart from showing the total balance, the report also breaks down bank cleared and uncleared balances.

To Access Report

Go to Reports > Trust > Trust Ledger Balance Report

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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, Client ID, Matter Owner, Matter, Matter File Number, or Sub Account Number

Report Print Options

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

Check box to apply page break between items and/or include zero balance ledger card, Show Cleared/Uncleared Balances, Separate by Matter Owner, Apply page break between items, Active Matters Only

To preview the report, click view.

When ready, click download.

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Updated on July 17, 2019

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