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Why Does the Firm Trust Balance Show When I Generate a Trust Ledger for a Specific Client?

Objective:

  • How to run a Trust Ledger for a specific client without the firm trust balance showing?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The Display Bank Account Summary is checked by default in the Trust Ledger Report. Unchecking the display bank account summary checkbox will only show the funds in and funds out pertaining to the client(s). 

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