When we print client statements, the Trust activity and balance is not included on the statement. Why?
Make sure that the Integrate with Tabs3 Trust Accounting check box on the Other Systems tab of Tabs3 Customization is selected. Make sure that the client’s Trust Integration option on the Statement Options tab of the Client data entry program is set to Detail or Summary. If the trust account has a zero balance and no trust activity from the client’s last statement date through the current statement date has occurred, then no trust account information is printed unless a message is printed to remit an amount for the trust account. If the client is set up for summary trust integration, no information is printed whenever the balance is zero unless a message is printed to remit an amount for the trust account.
Related Questions
- I have a client that has money in our Client Iolta Trust Account and I want to apply it to a bill, but its not showing as being applied when I print the bill - how come?
- What happens if the trust funds paid out to or on behalf of a client exceed the balance on the trust ledger account?
- When we print client statements, the Trust activity and balance is not included on the statement. Why?
