Article ID: 7322

Finding Matters with a General Retainer Balance

Run the Client Ledger to find matters with a General Retainer balance.

Take the following steps to find matters with a General Retainer balance:

  1. Click Reports, select Client, and Ledger... to open the Client Ledger window.
  2. Enter 1/1/1982 in the Start Date box and 12/31/2199 in the End Date box to run the report for all dates.
  3. Click to check the Totals Only box.
  4. Select Default from the Layout drop-down.
  5. Select Output options.
  6. Click the Other tab.
  7. Click to check the Retainer Balances box under Include only Matters with.
  8. Leave all other report options on the Common, Matters, and Other tabs at the default values.
  9. Click OK to generate a Client Ledger that contains matter totals for each matter with a General Retainer balance.