Trust Matter Balance report

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


Trust Balances by Action Reconciled against the General Ledger


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).


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