If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy etc.), this report provides trust balances grouped by matter name as of a particular date.



To Access Report:


Go to Reports > Trust > Trust Balance by Matter Name


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, Matter File Number, or Date Opened


Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year


Report Print Options: 


Apply page break between items



To preview the report, click view.


When ready, click download.