Feature Requests

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Error in Trust Report

When I run the Trust report on a monthly basis, TimeSolv does not pull the beginning balances for Trusts by matter correctly for clients with multiple Trusts. This will result in Trust balances at the matter level to be negative - a big "no-no" with the state bar.

  • Mary Rehm
  • Jun 25 2020
Bug
How often would you use this request?

Monthly state reporting

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