Trust Audit Log Report

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 12:56 AM by Allison Cloyd

Overview

Audit trail on all configured trust accounts that lists a summary of each operation, the user that performed the audit, the assigned matter/client, and date. You can generate the report across multiple accounts and for a custom date range.

Purpose

This report is useful in that it helps you meet your Trust compliance regulations. These records can be used to see who did what in the Trust accounts.