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I need to be able to run a report for all the trust transactions (and "disbursements if I have to do it manually, since there is no "transfer" option when doing it manually) for the bills that have gone out for that billing period. That way I can prepare a Report (list) stating exactly how much for each client has been transferred from Trust. This is needed because the Attorney needs to know how much he is transferring from the actual firm trust bank account and depositing into the firm's operating bank account.
How often would you use this request?
1 time a month and/or billing period.