This report shows the ledger card activity for a specified period of time in the summary form.
To Access Report:
Go to Reports > Trust > Trust Ledger Activity Summary
Bank Account: Choose a trust account
Matter Owner: Choose all matter owners or a specific matter owner
Sort By: You can sort by Client Name, Client ID, Matter Owner, Matter, Matter File Number, or Sub Account Number
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year
Report Print Options:
Check box to apply page break between items
To preview the report, click view.
When ready, click download.