How to run a report showing the trust balances for all matters; Open, Closed or Completed.
1. Click on billing in the left-hand navigational panel.
If you don't see 'Billing' listed on your navigational panel, please contact your account administrator.
2. Click on the green dollar amount held in trust.
3. Click 'Edit Filters'
4. Select your filters and click 'Apply Filters'
5. View the report details.
