To prepare a physical statement of Controlled monies you need to do the following



Click on TRUST Menu
Click on TRUST Matter Accounts
Select Trust Matter Trust Accounts List

This shows all trust accounts so you will need to filter to show just Controlled monies by

Click on Filter
Click on Show Available Filter
Change Account Type to 'Controlled'
Click Apply

Now can print this report by printing that page via the MORE button at the top right-hand button of the screen. However, for better formatting, we suggest you click on EXPORT and export to Excel then format and print from Excel.