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The Action Lockup report will give a list of Matters that have Trust Accounting balances associated to them. A useful WIP report. |
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The purpose of this report is to highlight where Matters have funds sitting in Trust that could be transferred into the company if the invoices were raised and paid (or of the Firm was repaid). |
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This report has a large number of filters by participant type – so it is possible to filter by an action participant for the results. The "to" date is also a filter so can be generated as at an earlier date. |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360037963674-Tasks-Group-by-Tag-Report |