The Trust Matter Statement Report is very similar to ledger card transactions except that you can specify the date range. Also, the format of this report is designed in a way to make it convenient to send it as a monthly statement to your client.
To Access Report:
Go to Reports > Trust > Trust Matter Statements
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
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 Include No Transactions Ledger Cards
To preview the report, click view.
When ready, click download.