This article explains how to generate the Deposit Balances by Bank report in Insight Legal.
This report will show balances per deposit bank account on the date it is generated.
Generating the Deposit Balances by Bank Report
- Click Reporting
Select Deposit Balances by Bank from the Matter column
- You will be navigated to the report generation screen, fill in the following details:
- Run to Date
- Fee Earner
- Branch
- Department
- Matter Type
- Grouping
Once done, click Run
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