How to prepare a trust ledger

Trust ledgers are prepared on the matter transactions page

To prepare a trust ledger in a matter

1. Browse the Matter Transactions Page
2. Add all of the matter transactions
3. Click on Download Ledger and select either of the following
   1. Download Ledger Docx
   2. Download Ledger Pdf
   3. Download Detailed Ledger Docx
   4. Download Detailed Ledger Pdf
      
      
4. The regular trust ledger will have the following format
   
5. The detailed trust ledger will have the following format