Feature Requests

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Under Reporting, develop a report that would list Clients and Trust balances (not transactions) and be able to sort the list by both Originating Attorney and Matter Responsible Attorney

The attorneys like to review the trust balances by client on a monthy basis are are interested in just seeing a list. Sorting by Originating attorney would be extremely helpful. It would also assist in our reconcilitation of the Trust Balance Account in TimeSolv and QuickBooks.

  • Guest
  • Apr 7 2020
How often would you use this request?

every month

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  • Guest commented
    22 Apr, 2020 10:52pm

    This would be VERY useful.

  • Guest commented
    7 Apr, 2020 05:10pm

    We use the Turst balance Report that is there but it is too large and cumbersome to use and is not exportable to achieve what we need it to do. We do not give it to attorneys as there is too much infomation and they do not find it user friendly.