Select a time frame to track the amount of every deposit and trust payment for each case.
Using the Report:
Track deposits and trust payments: monitor check dates, voided payments, and client trust types.
Filter by date range: view transactions within a specific timeframe.
Expand case details: click the dropdown arrow to update assignments, add notes, or create tasks.
Search for a case: use the report’s search bar to find a specific case.
Sort transactions: click any column header to sort by a specific column.
Export or email the report: download in Excel or CSV format using the "Export" icon.
Only firm admins or users with Client Trust Report Page Access permission can view this report.
