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Hayley Roughley Admin

triConvey Desktop App Report updates


  • The AML Report has been updated with the addition of the Matter Status filter and the following new fields: 
    • Street Address 
    • Country 
    • Settlement Date 


All newly added fields are available through the Included Columns filter.


  • The Matter - Full List report has been updated to include the Client Address field. You can access this new field by selecting it under the Included Columns filter when generating the report.


  • The Register of Files Opened report has been updated to include new PO Box address field. This new field is now available for selection under the Included Columns filter.

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