Files with Trust and WIP

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

Q: I am looking for a report that will show: all clients with trust balance and unbilled hours. Where would I find that?

A: REPORTS -> CONTACT -> LEDGER tab.

Choose the report “Client Summary – Files with balances”.
In the “Show Files” section choose “Show files with ALL of the following”.
Directly below there are 4 buttons. Turn on only “Trust” and “Wip”.

Press “Play” at the bottom left of the screen.

A screenshot of a computer
Description automatically generated