Trust Balances and Trust Ledgers

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TRUST BALANCES and TRUST LEDGERS

These reports are unlike any other Juris report as you will now be able to print Trust Balances by either Billing Timekeeper, Originating Timekeeper or by Client with the option to show the Trust Activity on the same report with an As Of Date!  There are actually four reports in this collection.

All firms rely on trust reports reflecting the trust balance by client, by bank account, with the dates of each activity, the amounts received and from whom, the amounts disbursed and to whom, and current balances of funds for each client.

If you check the Show Details Option, it is the same report but now it will include the Trust Activity through the same As Of Date.

Trust Ledgers with Date Range Option:   From this menu, you will be able to choose a bank range, a beginning and ending date range, with an option to show matters with a zero balance or not, so you can view ALL the Trust Activity by bank by client/matter for the date range.

All of these Trust Reports are offered on an “As Is” basis for just $175.00.  The price includes one of our representatives to WebEx in with your to link the tables to Juris.  NOTE:  Any modifications to the report will be billable at $190/hr.  You will also need to ensure you have a license of Microsoft Access version 2000 (or higher) installed on one of your workstations in order to run the report.

If you are interested in purchasing this report, or hearing more about our other custom reporting options, please contact Tracee Moecker or Janelle Ruffino.

Firm Options, Inc