Files with Retainer Balance

Created by Dan Trevarthen, Modified on Mon, 4 Dec, 2023 at 9:57 PM by Dan Trevarthen

Need a report that shows Files with Retainer Balance.

Go to Reports -> Contact -> Ledger tab.  Click on the chevron / checkmark type icon to display the Ledger Options screen.

Choose the "Client Summary - Files with Balances".  In the "Show Files" section turn off AR Balance, Trust and WIP buttons. Turn on "Retainer Balance".

Graphical user interface, text, application, email
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