Can I filter client trust and matter balance reports by date to see available balance report at different times?
Can I filter client trust and matter balance reports by date to see available balance report at different times?
Written by Maninder Kaur
Updated over a week ago
Ideally, you should only run these reports for all dates (current balance).
This report and analytics functionality is not programmed to give you client balance within the filtered date range but rather to show you the transaction(sum) for selected dates only.