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Shows primary participants with un-invoiced tasks, paid by firm, un-paid invoices, balance and trust-balance to determine where funds are available if invoiced/paid from Trust |
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This report is useful for viewing what income you can expect to receive in the short-term that was generated by a particular participant. |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053522754 |