How to print trust listing by bank report

The Trust Listing by Bank report reflects the list of all client files having trust account in a particular bank. You can extract the report for a specific date range. The report includes the client name, number and matter description, the lawyer initials and the client’s balance in regular and special (interest bearing) trust.

Steps :

  1. Click on Reports and select Trust Listing by Bank.
  2. In the transactions from and to fields, enter the date range for transactions to include on the report.
  3. Select a trust bank general ledger account or select all to include all trust banks.  If you choose all a separate report will print for each bank.
  4. Select alpha to sort the report by client name or select numeric to sort it by client file number.
  5. Click on view to display the report on your screen. You can also export the report or, click on print to send the report to your printer.

Tips :

  • Select suppress client name to exclude client names and matter descriptions from the report.
  • 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.