How to Print a Trust Ledger by Client Report

The Trust Ledger by Client report prints details of client files with trust transactions within a specific date range. The report is similar to the Transaction Listing report.

You have the option of including transactions for a specific trust bank or for all banks. The report includes client contact and file information, and a description of each trust transaction.

Steps:

1. Click on Reports > Trust Ledger by Client.
2. Enter the transaction From and To date. It is recommended to keep the transaction from date as 01/01/1980.
3. Apply various filters as per the requirement of the report.
4. Sort the report by Alpha (for arranging client numbers alphabetically) or Numeric (for arranging the client numbers numerically).
5. Click on View to view the report on the screen or you can directly print the report by clicking on Print.