Print a Ledger Transactions Report
The Ledger Transactions report will show all transactions in the selected trust account for the period selected in date order.
- Go to Finances on the main menu
- Click on Reports
- Select the Trust Account (if there is more than 1) from the list and then Ledger Transactions
- The start and finish dates will default to the current period
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This report can be used anytime in the month and is also part of your End of Month reports.