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Similar to the Account Entries report but limited to Trust Accounts |
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Shows all transactions within a date range for selected trust account(s). Able to filter by a specific transaction type or a specific transaction record. Good for finding details on a transaction when all you have is its reference number. Shows as debits, credits and balance. |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053562654 |