Click on the desired tab when appears for information about that program tab.

Client Options Sort

The Options tab for the Client Funds Report includes additional options for the report.

Type

Date

Report Date

Beginning Date

Ending Date

Include

One Time Retainer Clients Only

Clients with Activity Only

Clients with Fund Balance of Zero

Print

Descriptions

Billing Amounts

General Ledger Information

Criteria Page

Start Each Client on a New Page

 

See also:   Tabs3 Sample Reports

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.