To view the account ledger for your firm's trust account, follow these simple steps:
Go to the Payment Tab.
Refine using the Bank Account filter.
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 see the Account Summary report:
Select the Reports Tab.
Select the Trust Account Summary link.
Add a Date for the summaries you want to see.
Click the Run Report button.