Skip to main content
All CollectionsTrust & Credit AccountingTrust Accounting
Where can I see a client's trust account activity
Where can I see a client's trust account activity

Open the Client Details Page for the person/company that you would like to see trust account history for.

Updated over 4 months ago

Overview

Then, click on the Billing button. By default, you will be looking at the Trust History tab.

User-added image

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

Did this answer your question?