This check box will only be available if you are integrating with Trust Accounting Software.

Select this check box if you want the report to include only clients who have a trust account balance other than zero.

Note: Clients who have a trust balance but no work-in-process or accounts receivable will not be included on the report if the Include clients with only a trust balance on WIP reports check box in Tabs3 Customization is cleared.

Clear this check box if you do not want the client's trust account balance to be a selection criteria for being included on the report.

Note: This option is not available when the Previous Balance Only Clients or Payment Only Clients option is selected.