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> Use this file to discover available pages before exploring further.
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# Client Trust Ledger

# About Client Trust Ledger  

The Client Trust Ledger provides a list of all clients’ “trust account transactions” relative to funds receipts’ (credit) and disbursements (debits) within a specified data range.  The receipts and disbursements are provided for individual clients.

Receipts and disbursements are a result of for example: paid invoices, recording trust payment, recording trust transfer.

 The Client Trust Ledger contains individual client information such as: 

•	Date, matter, transaction, receipts, disbursements, and balance.  


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1xdb2it.png)

You are not limited to the number of months of data you can generate for a Client Trust Ledger report.

# Who Can Access the Client Trust Ledger Report 

Anyone who has access to Danalix platform is able to access the client trust ledger report.

# How to Generate a Client Trust Ledger Report 

**Step 1**

To generate this report,to go:

Trust Reports sidebar menu > Reports > Clients’ Trust Ledger > from the pop-up window, select the “date range” > click Generate Report. 


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_17rgrnd.png)

**Step 2**

View the client trust ledger report information on the screen presented.
 

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1dx001l.png)

# How to Save To File, Print, or Download Client Trust Ledger Report

Go to:

Trust Report sidebar menu > Reports > Client Trust Ledger > from the pop-up window, select the “date range” > click generate report > the screen will refresh with the trust ledger report > click save to file, print, or download button.

The report is downloadable in a PDF format. 
The report is saved to your local desktop file folder in a PDF format.