Rocket Matter Knowledge Base Trust Accounting How to view the trust ledger for a client.

How to view the trust ledger for a client.

1. Click on the client trust ledger balance.

For this example: click on $4,573.00

2. View trust ledger.

  • Trust Balance: This amount reflects the total amount of money being held in the trust account for this client, regardless of how many matters they have.
  • Pending Invoicing: This amount reflects the total amount of billable time, fees, and costs that have not yet been invoiced across all matter associated with that client.
  • Remaining: This amount reflects the amount of money left over if any, after applying available trust funds to any pending invoicing amounts.