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Question

Money in Trust

  • August 20, 2024
  • 3 replies
  • 42 views
L

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.

3 replies

J
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  • JG3
  • Frequent Scribe
  • August 20, 2024

Sure, use this in the SB Billing reports tab:

 

 

J
L
  • Lynda BabisterContributor
  • Author
  • Contributor
  • August 26, 2024

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

J
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  • JKibler
  • Smokeball Genius
  • September 4, 2024

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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