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How do I see the operating or trust account balances by matter?
How do I see the operating or trust account balances by matter?

Generating a report listing the trust / escrow and operating account balances by matter.

David avatar
Written by David
Updated over a week ago

Our reporting feature allows you to generate one report, with either the trust/escrow or operating totals.ย 

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.


โ€‹Note: You can also export the report to Excel or PDF, by simply clicking "Export to Excel" or "Export to PDF" on the right.

Enjoy!

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