This How-to covers creating a Trust Balance Report in Prevail.
To view an instructional video of this material, click the link below.
Video Link: Trust Account Setup
You can use the Trust Balance report in Prevail to see the complete trust account activity and balance for each matter, as well as a Grand Total trust balance.
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Make sure to add payment and deposit categories for the Trust Ledger in the Databank.
Instructions
Click Administration > Trust Account Setup.
The following window will display
Click ‘Add’ under Account List.
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In the Description field, enter a description (usually the bank name)
In the Detail field, enter any notes you want to add.
Click ‘Save’.
REPEAT steps 3-7 for additional trust accounts.
Related articles
Adding Categories to the Databank