Download a sample here! Trust Transaction Detail
Provides the transactional details for each Trust
To identify all receipts, payments, transfers and applications against bills
- Dimension(s):
- Client, Matter, Payor, Trust, Bank, Transaction Date, Transaction Type
- Measure(s):
- Transaction Amount
- Parameters:
- Period Range, Date Range, Bank, Trust Account, Transaction Type(s)
- Grouping(s):
- Client
- Sort:
- Client, Matter
- Options:
- [None]
- Notes:
- [None]