Trust/Client Statements

Modified on Sun, 20 Oct, 2024 at 5:32 PM

There are a number of different ways to run a Trust/Client Account Statement for a client.

Individual Matter Statement from the Main Menu

NOTE: Statement can have a selected date range.

Go to Trust > Statements > One-Off Statements

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Title	Description
Matter	The matter you want to produce the trust statement for.
Trust Account	The trust account you want to produce the trust statement for.
Statement Period	The period you wish to run the trust statement for.

WARNING: You can only include one trust account against one matter at a time on a statement and these statements are not stored against the matter.

Individual Statement from the Matter

Go to the Trust Menu on a matter and if you hover you will see an option called statements lick on statements and it will take you to the trust statement screen.

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Alternatively, if you are within the trust menu on a matter, you can click on statements on the right hand side taking you to the same screen

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Title	Description
Matter	The matter you want to produce the trust statement for.
Trust Account	The trust account you want to produce the trust statement for.
Statement Period	The period you wish to run the trust statement for.

WARNING: You can only include one trust account against one matter at a time on a statement and these statements are not stored against the matter.

Generating/Sending Trust Statements

Using either of the methods above you have the following options:-

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Option

Description

Download

Downloads a PDF copy of the statement to your computer. Remember, this statement is not saved automatically for your matter, so you can upload it manually if you choose to.

Opens an email template and attaches a PDF of the trust statement for you to send to your client.

NOTE: You can change the email template associated with the trust statement. For more information, click here.

Cancel

Cancels the settings and takes you to the trust overview screen.

Bulk Trust Statements

It is possible to run bulk trust statements using the multiple statement generator. For more information click here.

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