Feature Requests

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Adding features to Trust Listing under Payments > Trust

When sorting Trust information under Payments > Trust, there's no ability to choose to exclude inactive clients. I realize that sometimes a client is made inactive even with a balance, but it should still be an option.

Additionally, under the option of Select All - Grouped by Client, the client/matter info is listed in the bottom right corner underneath the transaction history. It's very confusing. It should be in the top left corner as a header, above the client transaction history so that as you scroll down you can see the running balance and where the next client's info starts.

  • Guest
  • Jan 5 2026
How often would you use this request?

At least once a week.

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