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Unity® Practice Management
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Unity® Accounting
- Installation, Configuration and Updates
- Migrating to Unity® Accounting
- Getting Started
- User Accounts
- Opening and Creating Companies
- Clients and Matters
- Lists and Codes
- Reporting
- General Ledger / Chart of Accounts
- Trust Accounting
- Time and Fees
- Disbursements and Expenses
- General Accounting
- Bank Reconciliation
- Month/Year End
- Billing
- Vendors and Accounts Payable
- Payments, Receipts and Deposits
- Audits
- Payroll
- Learning
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Unity® Lender Centre
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eConveyance
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eCore
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eCorp
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Estate-a-Base
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Fast Company
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Will Builder
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Legacy Products
How to Print the Client Trust Transfer Report
The Client Trust Transfers report produces a list of all client trust transfers entered within a specific date range. The report includes the client/matter numbers, transaction audit number, trust bank account, date of the transfer, and the description and amount of the transfer.
Steps:
- Click Reports > Client Trust Transfers.
- In the transactions From and To fields, enter the date range for transactions to include on the report.
- Click View to display the report on your screen or click Print to send it to your printer.
Tips:
- You can select Memorize to add the report with the current options to the Memorized Reports. Report can only be added once to the Memorized reports group.