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Which Report Allows Me to View Total Client Trust Balances For a Month?

Objective:

  • Reporting on Trust Balance per month 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If a Date Range is utilized you will only see transactions within that range accounted for. Therefore, you would have to Generate a Trust Listing Report for a Custom Date Range of the beginning of time to the specified Month.  

 

 

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