Trust Balance Report shows you the list of trust balances within each trust account of a contact. This report is breakdown to three columns: Name, Trust Balance, Last Transaction.

To view/access trust balance report, please follow the below steps:

  1. Once looged in, go to dashboard of your account.
  2. Click Trust Balance chicklet.

Once you click Trust Balance chicklet, you will be redirected to trust balance report page.

NOTE: By default you will view the list of trust balances having some balance.

Learn more about Invoicing & Billing

Related Articles:

Transactions overview
Trust Account Overview
Add a transaction to trust account
Check trust account balance
Delete transaction
Use filters to locate a transaction record

About LawGro:

LawGro is a secured legal case management software -it enables lawyers to increase client happiness and grow law firm business.

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