PattiS: I don't mean to underestimate the tasks you need to do in your job, but aren't you basically saying that you need to know the difference between the client's Trust Account / Retainer balance and the current WIP ? If so, then you'd only have to track aggregate numbers, instead of all the way down to the many individual slips. You would still probably need to dump both reports into Excel and work with the data, but it might be much simpler. Just trying to help. Best of luck, whatever method you use!
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