Location: Menu > Reports > Trust > Dormant Matters with Trust Account Balances.
- Select relevant Bank Account from the report filter drop-down.
- Click View Report.
Purpose: List of inactive matters with Trust Account balances.
Filters:
| At Date | Displays matters with no Trust Account activity from the specified date. |
| No Activity For | Lists all Trust Accounts with no activity from the selected date range. |
| Bank Account | Bank Account Name: A list of general Trust Accounts. The report will be based on the selected bank account. |
| Group By | Group the report by:
- None.
- Person Responsible.
- Person Acting.
|
Report Fields:
| Matter | Matter number with inactive Trust Account activity. |
| Client Name | The client card(s). |
| Matter Description | The matter description. |
| Last Activity | The last Trust Account activity on the matter. |
| Client Account Balance | The matter’s Trust Account balance. |
| Total Matter | Total inactive matters. |
| Total | The total Trust Account balance of inactive matters. |
Example:
