RM Trust: How to view all Trust Accounts and Trust Balances by Client.
1. Click on 'Trust Accounts' in the left-hand navigational panel.
Here you'll see a list of all trust accounts.
2. Click on 'Ledger' and 'Refresh Data' to be certain all trust details are displaying in real time.
Once the 'Data Status' reads 'Updated' return to the 'List' View, by clicking on 'List'.
Data Status Messages: These may read 'Idle' which means it has not ever been refreshed. 'Not Updated' means it has not been updated since the disclosed date and time. 'Updated' means it is up to date as of disclosed date and time.
* You will not be able to complete an action on the ledger until you click 'Refresh Data'.
3. To filter your view by specific client, click on the blue 'Client' tab. Enter the clients name. Click 'Apply'.
3. View filtered results.
The 'List' view will list all trust accounts this client has and will display the balances for each account.
You may click on any account to view a breakdown of transactions, as well as all matters attached to this trust.
These results can be exported if desired. Adjustments can be applied from this screen, as well as deposits, transfers, request retainers, edits and Evergreen Retainer.
Use the 'Print Ledger' button in the top right-hand side of your screen to print!