Trust Bank Balance Control Report

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

Overview

This report compares the trust bank balance recorded in Actionstep against a manually inputted bank balance.

Purpose

This report can be used to see the balance of the trust account at a glance, and observe whether there are any differences between the recorded trust account balance and the closing balance as per a bank statement.