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Which report will show all of my trust account activity?

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Kat
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If you would like to see the Trust Activity in any date range follow the steps below:

  1. Select Reports from the main menu
  2. Click on the Accounting tab and scroll to the bottom to find the Trust Report
  3. Click the “Generate” button for that report

This report will allow you to choose your dates to/from, choose any specific client or run it by a specific account manager. You can also group this report either by Month, Client, Project, or Bank Account.

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