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
Feature Request
How often would you use this request?

every month

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  • Guest commented
    April 22, 2020 22:52

    This would be VERY useful.

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  • Guest commented
    April 07, 2020 17:10

    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.

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