There is a report that can be selected to pick up all the postings on a ledger, this can be for just one specific matter or all matters.
β
Below are the steps of where to find this:
Select Advanced Report Execution.
Select Client Matter folder.
The report is called Ledger Listing, for client only balances you can use Matter Listing Client Balances.
This can be run for a specific matter or if you remove the tick in the box it will run for all matters.
There is also a report that can be picked up in the Screen Reports folder, Ledger Detail Statement or Ledger Detail Quick.
