Overview
You can view all of your client and matter trust balances. This report will show:
Total Firm Deposits
Total Firm Withdrawals
Firm Current Balance
Client
Matters For Each Client
Client and Matter Total Deposits, Total Withdrawals, and Balance
How To View Trust Balances Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Trust Balances
On the Trust Balances report page, you will see an overview of the firm trust balance in the graph at the top of the page
You can filter by:
Client
Matter
Client Originator
Matter Originator
Division
Transacted At Date Range
Created At Date Range
Updated At Date Range
Current Balance Amount Range
Deposit Amount Range
Withdrawal Amount Range
Vendor
Payer
Payment Method
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.