Generate a Matter Trust Statement

Salesforce

  1. 1. Click on M000001

    Click on M000001

  2. 2. Click on Show more actions

    Click on Show more actions

  3. 3. Click on Trust Statement

    Click on Trust Statement

  4. 4. Select the statement date

    Set to 30 June 2026 for EOFY Statements

    Select the statement date

  5. 5. Select Trust Account Statement as the Statement Type

  6. 6. Click on Go

    Click on Go

  7. 7. Download and mail the trust statement to the client