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

Trust Balances by Action Reconciled against the General Ledger

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

This report is useful for showing the balance of all matters as at a certain date for matters that are reconciled against the general ledger. Can be configured to show the contact details of another participant type loaded agsinst the matter (eg, Referrer, Lawyer, etc).

 

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Info

See updated article in Actiosntep Help Center: https://support.actionstep.com/hc/en-us/articles/360055351213