Trust Stale Balances Report

Modified on Fri, 12 Apr 2024 at 02:57 AM


The Trust Stale Balances Report shows you the current trust balance of your trust accounts and when the last entry happened on the trust account. This is helpful so that you can see where your trust balances have gone stale (i.e. where your trust funds are available but the work has not yet been performed or has been given back to your Client). You must keep a close eye on your stale trust balances.

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