Report for all open IBD Trust accounts
Need a report which has all open IBD account balances on it.
It would be great to include (but not limited to) these fields on the report:
Date Opened
Reference ID Number
Property Address
Amount held
36
votes
Stephanie B
shared this idea
You can now generate the Trial Balances and Full Ledger Summary reports (located in Admin > Reports > Trust General) in the context of your IBD accounts.
To do so, go to generate the report as you normally would and from the trust account dropdown select “IBD Accounts”.