The Client Trust Transfers report produces a list of all client trust transfers entered within a specific date range. The report includes the client/matter numbers, transaction audit number, trust bank account, date of the transfer, and the description and amount of the transfer.
- Click Reports > Client Trust Transfers.
- In the Transactions From and To fields, enter the date range for transactions to include on the report.
- Click View to display the report on your screen or click Print to send it to your printer.
- You can select Memorize to add the report with the current options to the Memorized Reports. Report can only be added once to the Memorized reports group.