Client Balances Report Within the To-Do List
Step 1: Navigate to the To-Do list on the main menu. Then, select the tab labeled Client Balances.
Here you'll find three search boxes designed to outline your search parameters.
The middle box dictates which report you would like to run.
Step 2: Once you're done with the details you want to search, click Filter.
Each report will populate data for the column headers listed below.
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