Following along in MyCase is recommended as you read the article.

You can stay on top of clients' trust account activity via the client's details page. See the steps below.

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Open the Client Details Page for the contact/company who's trust account activity you'd like to see. 

- By default, you will see the Trust History tab.

- Open the Client Details Page for the contact/company who's trust account activity you'd like to see. 
- Then, click the Billing tab.
 - By default, you will see the Trust History tab.

You can export the client's Trust History as a PDF document. To do this, click the Export PDF button.

- You can export the client's Trust History as a PDF document. To do this, click the Export PDF button.

You can view your client's trust account activity in the Client's Details Page.

Where can I see a client's trust account activity?

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Where can I see a client's trust account activity?

Overview

View Client's Trust Account Activity