Articles on: Reports

How to download a summary of the client and trust account balance?

Login -> Dashboard -> Reports -> Account -> Client & Trust Account Balance

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab account and click on “Client & Trust Account Balance”.
An excel sheet will be downloaded to your downloads folder.

Updated on: 24/04/2023

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