KCS - How to View Clients' Current Trust Balances

Objective:

  • Show Client trust balances as of today

Environment:

  • Clio Web App
  • Reports
  • Trust Listing report

Additional Information:

n/a

Procedure:

  1. Click Reports
  2. Click Trust Listing under the Client Reports section 
  3. For Select Date Range, choose Custom
  4. Leave the From field blank 
  5. In the To field enter a date
  6. Click Generate Report  

 

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