Impound Client Balance Report [Utilities menu, Impound Reports]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Impound Client Balance Report can be run for all or selected clients and with several options to meet your needs. This report lists impound transactions in a variety of different ways. It will also report the reserve amount for a client if one was entered.

From the CSA main window, choose Utilities > Impound Reports > Impound Client Balance Report.

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Client Selection tab

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