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
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.