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When I Run the Trust Ledger Report it's Showing Me Closed Matters
- How to stop closed matters from appearing on the Trust Ledger Report
- The User leaving the box that says "Show clients with zero balance" checked. Closed Matters are more likely to have a zero balance which is why they are showing up in the report.
- Click the Reports tab
- Click on the Trust Ledger report
- Uncheck the Show clients with zero balance box
- Click Generate Report