How to Print Selected Matter Ledgers

Overview: This article will walk you through the steps on how to print selected matter ledgers. You will have the ability to pick as many matter ledgers as you wish as well as a date to run them. 

Step 1. On the Dashboard Page select CLIENTS & MATTERS and View Clients and Matters List. 

Step 2.  Check the box to the left of the Client name next to any matter you want to print a matter ledger for. Scroll to the bottom of the page and select Print Selected Matter Ledgers from the drop-down menu and the "as of" Date. Then select Run Reports.

Step 3. This will convert the ledgers to a PDF. You can review your choices and confirm you are ready to print. Select the print Icon in the top right corner to print.