Our reporting feature allows you to generate one report, with either the trust/escrow or operating totals.
Follow the steps bellow to see how to generate this report:
1) Click "More", and then click "Reports".
2) Click "Payments" and then click "Bank account ledger by matter".
What happens now?
You will now see a report detailing the trust and operating account balances per each matter.
Note: You can also export the report to Excel or PDF, by simply clicking "Export to Excel" or "Export to PDF" on the right.