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 


Report Details:


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.