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CommunityHow to print individual trust account statement?

How to print individual trust account statement?

Sally Lu likes this.
  • Leanne Allen (Customer)

    If you go into the Trust Funds tab in the matter, go to the ... at top right of screen, Print, Print Trust Statement. You can also print trust statements in Reports. Just go to Trust and Print Trust Statements. You can use Filter to search matter numbers you need. Hope that helps.

    • Simon Tredinnick (Customer)

      Thank you for answering this question Leanne. Sally we hope it assisted.

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How to print individual trust account statement?