Brief Description
The Trust / Client Statement Report for a selected matter and period allows you to see the trust / client transactions that have occurred on the matter. You can also show any invoices (bills) raised, unbilled time, and unbilled disbursements.
Finding and Using the Report
- In Actionstep, go to Reports > Trust / Client Acc Reports > General.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
- Period: Choose the timeframe for the report. You can click the drop-down and choose some pre-defined periods, or select Custom period and enter your own date range. Review and / or enter your dates in the accompanying date fields.
- Matter: Choose the matter you want included in the report.
- Trust / Client account: Choose one or more trust / client accounts you want included in the report.
- Invoices: Toggle this option to on to list all invoices raised on the matter—if they have been paid or if they are still outstanding.
- Interest details: Toggle this option to on to include
- Unbilled time: Toggle this option to on to show all unbilled time on the selected matter.
- Unbilled disbursement: Toggle this option to on to show all unbilled disbursements on the selected matter.
Updated