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Panel
borderColor#AAAAAA
bgColor#F1F0F0
titleColor#FFFFFF
borderWidth5
titleBGColor#804870
borderStylesolid
titleDescription

Breakdown of the Trust Surplus by Transaction

Panel
borderColor#AAAAAA
bgColor#F1F0F0
titleColor#FFFFFF
borderWidth5
titleBGColor#E18A25
borderStylesolid
titlePurpose

This report can be useful for seeing what 'Paid-by-Firm' transactions still need to be followed-up on.

Tip

For more information on Trust Surplus see here

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Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053562754