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Is there a way to prepare a list of which matters have money in trust, and how much each has in trust.  Not a full trust statement for all matters, or for individual matters.

Sure, use this in the SB Billing reports tab:

 

 

Thanks for your response.  I don’t have that report in my list.

Thanks for your response.  I don’t have that report in my list.

Reports are found in two places. Available reports differ between these locations. The report @JG3 pictured is available in the webapp at app.smokeball.com. If you cannot locate that report, consider contacting tech support for assistance. Perhaps it is called something different in your locality.

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