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Trust Ledger Transactions Report

Introduction

The Trust Ledger Transactions Report shows all of the transactions for selected ledger card(s).

To Access Report

Go to Reports > Trust > Trust Ledger Transactions

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

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

Report Print Options

Check box to print bank on report

Check box to print ledger card notes

Check box to apply page breaks 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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