Include fund balance on statements for clients with only a fund balance

 

Select this check box if you want any client funds balance greater than zero to be included on the client's statement regardless of whether there is any client funds activity.

Additionally, when this option is selected and the client has a client funds balance greater than zero, a statement will print regardless of whether there is any previous balance, work-in-process, client funds activity or billable client funds. This statement will consist of only the client funds balance.

Note: This option does not apply to clients whose Client Funds Statement Format is set to None.

Clear this check box if you want the client funds balance excluded from statements when there is no client funds activity. For example, clients with work-in-process and only a fund balance will have a statement generated without client funds activity.