The Client Funds / Trust Balance tile displays the matter’s current Client Funds balance, Trust Account balance, or a combined total depending on the current selection. Click the icon to select the information you want to display.

Client Funds

The Client Funds view displays the selected matter’s current client funds balance.

The Last Activity section displays the Amount, Type, and Date of the matter’s most recent client funds transaction or “N/A” if no client funds transactions have been entered for the matter. Click the client funds transaction displayed to open the record in the Client Funds Entry window.

Note: Archived client funds transactions cannot be opened in the Client Funds Entry window.

Note: You must have the Browse Client Funds access right in order to view the Client Funds information. If you do not have this access right, “N/A” will be displayed instead.

Trust Balance

The Trust Balance view displays the selected matter’s current trust balance. Hover the mouse over the balance to display the bank account information for the trust account.

Note: A icon is displayed if the trust balance is below the Desired Minimum Balance set for the trust account. Hover the mouse over the icon for additional information regarding the Desired Minimum Balance.

Note: If no trust account exists for the current matter, “Add Trust Account” is displayed instead. Click the text to open the Trust Account Information window in Trust.

The Last Activity section displays the Amount, Type, and Date of the matter’s most recent trust transaction or “N/A” if no trust transactions have been entered for the matter. Click the trust transaction displayed to open the record in the Trust Transaction Entry window.

Note: You must have the Browse Trust Transactions access right in order to view the Trust Transaction information. If you do not have this access right, the icon will not be available, and only Client Funds information will be shown.

Available Funds

The Available Funds view displays the selected matter’s current combined client funds and trust balance. Hover the mouse over the balance to display the bank account information for the trust accounts and the current client funds balance.

The Last Activity section displays the Amount, Type, and Date of the matter’s most recent trust or client funds transaction or “N/A” if no trust or client funds transactions have been entered for the matter. Click the transaction displayed to open the record in the Client Funds or Trust Transaction Entry window.

AUTOPAY is displayed when an auto-replenish payment has been scheduled but not yet processed. Hover over the AUTOPAY text for additional information regarding the auto-replenish payment. Click the AUTOPAY text to open the Tabs3 Pay Web Portal to the Scheduled Invoices page.

Note: You must have the both the Browse Client Funds and Browse Trust Transactions access rights in order to access the Available Funds view.