Following along in MyCase is recommended as you read the article.
Overview
In the Billing tab of MyCase, you can see a full history of your law firm's trust account. This article explains how to access that information.
Viewing Account Ledger
Click the main Billing tab.
Select the Trust Accounting tab.
Then, click the View Account Activity link to view the detailed trust account ledger.
From here, you can view your trust account history by a filtered date range. You can also print and export this data as a CSV. Additionally, you will see an option to Request Funds towards the top right of the page.