How to get Client Balances as of a certain date in PracticePanther

Overview: This article will walk you through the steps in PracticePanther to generate a report giving you Client balances as of a selected date of your choosing.

Step 1: Log in to your PracticePanther Account. On the Dashboard page select More and Payments.

Step 2: This will open up the Payments Page. Select the Trust Bank Account, and Date range.

Note: The FROM date will need to be a date that is prior to any activity in your trust account or in PracticePanther. This will allow it to pull from the beginning of your account and capture all data. The To date will be the date you want the balances from. 

Step 4: Select Export to Excel or Print To PDF