Callie Thorson (Customer) asked a question.
Is there a way to see all matters on one page with available trust funds
Is there a way to see all matters on one page with available trust funds
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Callie Thorson (Customer) asked a question.
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Thank you for reaching out to us Callie. You can only see matters with trust balances is go to menu - reports - trust - Trust Trial Balance by client. You can see this on screen or you can export to PDF/Excel, the amount of matters you see on 1 page/screen would depend on how many matters you have. Additionally there is no way to view this information on screen such as on the menu page where your matters are listed, the report would be the only access. If you have any additional questions or need additional assistance please feel free to reach out to us via support chat or sending us an email at support@leap.us.
Have a great night!
Lori Villiarola
LEAP Help Desk