Client Trust Transfer Reports

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.


  1. Click Reports > Client Trust Transfers.
  2. In the Transactions From and To fields, enter the date range for transactions to include on the report.
  3. 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.