I have Sage Timeslips 2012. I use it for my law practice. I am able to print a History Bill that will list all transactions (deposits) chronologically into a clients trust account and it adds those up. Separately, on the same page, it will also list all transactions (withdrawals) chronologically out of the client's trust account and it will add those up. But, I am unable to have it merge the two lists chronologically together so that it can maintain and print out a running tab of what a client's trust balance is. Right now, I must do this separately on Excel. I would also like for it to be able to do this for ALL clients in one account as well. So, if I have 20,000.00 in an IOLTA trust account, on any given day, I would like for it to show me the amount had by every single client in trust to total up to the $20K. Again, right now, I must do all this manually in an EXCEL spreadsheet. Can someone help me with this? thank you.
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