Trust Bank Balance Control Report

Modified on Mon, 14 Nov, 2022 at 12:56 AM

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.

 

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