Trust Reports
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Click on Accounting on the menu bar
Select Reports
Select Trust Account Report
Select from the available trust account reports:
Trust Account Activity Report : This provides a detailed overview of all trust accounting activity for clients over a specified time period.Trust Ledger Balance: This shows the total trust balance and last trust activity date for each client based on trust accounts.
To run a report, select or type in the name of the client you want to run a report on.
Click on Run Report. The report for your specified client is displayed.
Note that you can edit the date period you want a report by clicking on the arrow in the Date period box
Click on Run Report to get your report for the selected period.
You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want.
Click Export to download your file.
