How to download a summary of the client and trust account balance? - CaseFox

How to download a summary of the client and trust account balance?

Login -> Dashboard -> Reports -> Account -> Client & Trust Account Balance

1. Log in to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. Select Reports from the sidebar.
4. Go to the sub-tab account and click on “Client & Trust Account Balance”.
5. An excel sheet will be downloaded to your downloads folder.



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