PracticePanther gives you the ability to generate many reports, including a trust ledger report. You have the option of generating the report based by contact or based by matter.

To generate and print your trust ledger report, follow the steps below:

1) Click "More", and then click "Reports".

2) Click "Payments".

3) Choose the account ledger report by either the "contact" or "matter".

4) Select the "Trust Account" in the "Bank Account" field.

5) Click "Export to Excel" or "Export to PDF".

What happens now?

You can now view your report within PracticePanther, as well as print your Excel/PDF file that you exported.


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