The Client Funds section on the A/R & Fund Balances tab includes the following information:

Fund Balance

Statement Format

Fund Application

One Time Retainer

Retainer Amount

Amount to Bill

Minimum Balance

Target Balance

See also:   Client Funds Overview

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.