Where can I see a client's trust account activity | MyCase Help Center

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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.

C

Written by Crystal Lindsey

Updated over a week ago

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

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):