Overview
You can view the trust transactions ledger report for each client in your firm directly in SurePoint Practice Pro from the Reports page. This report will show all trust total running balance with the criteria you selected.
How To View Trust Ledger Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Trust Ledger.
On the Trust Ledger report page, you will see totals for all trust transactions generated during the current year.
You can filter by:
Client
Matter
Transacted At date
Click "Settings" in the top right of the table results to turn on and off columns to display.
Click "Export Reports" to view your report in CSV or PDF 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.