Download a sample here! Trust Balance
Provides the Trust Balance for each matter
Used to identify the available Trust balance on a Matter for the purpose of applying funds to a bill or refunding funds to the Client.
- Dimension(s):
- Client, Matter, Billing Timekeeper, Trust, Bank
- Measure(s):
- Current Balance, Last Deposit Date
- Parameters:
- As of Period, Bank
- Grouping(s):
- Client
- Sort:
- Client, Matter
- Options:
- [None]
- Notes:
- [None]