To view the account ledger for your firm's trust account, follow these simple steps:
Go to the Transactions tab.
Filter by Bank Account.
Select your trust account from the drop-down.
Then, click Apply filters.
You can also create a Trust Account Summary report. The trust account report is essential for attorneys who handle trust accounts, as it provides a detailed breakdown of all the deposits in the account and ensures compliance with trust accounting regulations.
To run the Trust Account Summary report:
Select the Reports tab.
Select the Trust Account Summary from the list.
Add a Date for the summaries you want to see.
Select the Trust bank account.
You can also check the box to include contacts with a $0 balance.
Then, click the Run Report button.
Once your report is generated, you can export it as a PDF or CSV.
