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Trust / Client Firm's Interest In Trust Breakdown Report

Brief Description

This report shows all interest-based transactions paid into and out of the firm's trust account over a specified period of time.

 

Finding the Report

  1. In Actionstep Practice Management, go to Reports > Trust Reports. (Your menu may show Reports > Trust Reports > Reports List.)
  2. In the General section, click Trust Firm's Interest in Trust Breakdown. The report is displayed.

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.   
  • Trust / Client account: Choose one or more accounts you want included in the report.

 

Updated