NOTE: In the UK, trust accounts are called client accounts. Throughout this article, any reference to a trust account also means a client account.
You can produce trust statements for multiple clients on a regular basis (i.e., once a month) quickly and easily.
NOTES:
• If this is the first time you are generating a statement batch, you can exclude
transactions before a certain date (which is set up in
Getting to Know the Trust / Client Accounting Admin - Additional Settings Page).
Other bank-related settings can also be configured. For help, see
Managing Trust (or Client) Bank Accounts,
which has a section dedicated to settings in relation to trust statement batches.
• If you have multiple clients on a matter, all clients who have a valid email
address will be sent a copy of the trust statement.
To generate multiple statements:
- In Actionstep Practice Management, go to Trust > Statements > Multiple Statements. The Trust Account Statement Batches List page appears.
- Click New Batch. The Create New Batch window appears.
- Enter a Title for batch. This is used to help you identify the different batches you might generate. Users typically use the time period as the name (e.g., July 2025).
- Enter the Statement Date, which is the date you want to capture all the transactions to, or the period end for the statements.
- Click Generate Batch. The trust statements are generated. (This process may take a few seconds or minutes.)
- Once the process is complete, use the options on the toolbar to complete any of the following tasks:
- Email unsent: Choose this option to automatically send statements using email (using the email template). This will send all at once.
- Download unsent: Choose this option to mail the statements (rather than email). With this option, you can download them for printing instead.
- Download all: Choose this option to download all statements, not just those that you have not yet sent.
-
Delete batch: Choose this option if you need to delete the batch.
NOTE: If you have generated a batch in error and you have not sent the trust statements to your clients, the next batch will not include the transactions from this period. As such, you must delete this batch before proceeding with any future batches.
TIP: If you're viewing a specific matter, you can get
to this page by clicking the Trust account menu icon, choosing
Statements, and then clicking the
...please use the Multiple statement generator link in the message.
CAUTION:
This process uses the statement date of the last batch and the date you enter
here as the statement date and will include the transactions between these time
periods.
The batch will remain pending until the trust statements have been emailed. Once
emailed, the status of the batch will be changed to Generated and
it can no longer be deleted.
Additional Resources:
Updated