Running the Impound Client Balance Report

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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You can print a Client Balance Report for the current client or for all clients. This report lists the impound transactions from the last time a client balanced as well as the reserve amount, if one was entered.

  1. Choose Utilities > Impound Reports > Impound Client Balance Report and then select either the Current Client or the All Clients option.
  2. In the Import Client Balance Report dialog, click the Printer button.

See also: Impound overview and procedures

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