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Specific reports to show all matters with ledger postings and client balances

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Written by Antoine Larsen
Updated over a week ago

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.
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Below are the steps of where to find this:

  1. Select Advanced Report Execution.

  2. Select Client Matter folder.

  3. The report is called Ledger Listing, for client only balances you can use Matter Listing Client Balances.

  4. This can be run for a specific matter or if you remove the tick in the box it will run for all matters.

  5. There is also a report that can be picked up in the Screen Reports folder, Ledger Detail Statement or Ledger Detail Quick.

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