Viewing the Matter Trust Activity Ledger

To view trust transactions for a matter, select Trust > Matter Trust Activity. The Matter Trust Activity window appears.

NOTE: Changes to matter trust activity (checks or deposits) are tracked in the matter account, general ledger, operating account, and reports.

Select the matter and date range for the trust transactions you want to see.

From this window, you can:

• Edit trust transactions.

• Delete trust transactions.

• Print a trust transaction by highlighting the transaction and clicking Print.