Trust Matter Balance report

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

Overview

Trust Balances by Action Reconciled against the General Ledger

Purpose

This report is useful for showing the balance of all matters as at a certain date for matters that are reconciled against the general ledger. Can be configured to show the contact details of another participant type loaded agsinst the matter (eg, Referrer, Lawyer, etc).