Generate a trust ledger for all matters

Managing trust ledgers effectively is crucial for legal practitioners to ensure compliance with trust accounting regulations. Learn how to generate a trust ledger in triConvey.

1.    From the triConvey Companion Site Web App, select Reports from the left menu. 

2.    Select Trust Statements. 

Tip:  This report provides a comprehensive list of all trust transactions in each matter.

3.    Select the following filters to generate a trust ledger for all matters: 

Report period

Select the appropriate date range. To include all transactions, select Custom from the drop-down menu and set the start date to the earliest possible date and the end date to the current date.

Matters

Ensure that the report is set to include All matters. 

Tip:  You can also select specific matters.

4.    Select Email Report.  triConvey will compile the report and send it to your email inbox.