The Trust Ledger Transactions Report shows all of the transactions for selected ledger card(s).



To Access Report:


Go to Reports > Trust > Trust Ledger Transactions


Report Details:


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year


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


Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.


Report Print Options: 


Check box to print ledger card notes



To preview the report, click view.


When ready, click download.