Objective:
- View a snapshot of Client Trust Balances for a particular date
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to Reports and select the Trust Listing Report
- Fill out the options accordingly
- Select Custom under the Select Date Range
- The From Date should be set prior to the first transaction in the Trust Accounts
- Select the desired To Date
- Click Generate Report