There are several reports built into the system to show you information on fund accounts.
Navigate to the Reports Tab
Navigate to the Fund Account Reports folder and highlight Fund Account Reports. Select the Go button.
Choose a Built-in Fund Account Report
Alternatively, click Create New Custom Report to build your own custom Fund Account report
- OR -
Use the View A/R details Page
Link to the View A/R Details page is located in the Balances section of a matter.