0480WIP - AR - Trust Report

Overall Snapshot of Clients WIP, AR and Trust Balances. Allows analysis of AR risk exposure, and retainer sweep.

truefalsefalsetruetrue1WipARTrustReport.pngWipARTrustReport.png0ARTrustReport0CUSTOMNONEfalsefalsefalsefalsefalsefalsefalsefalsefalsefalsefalse-1-1MatterTEXT1matterNametruetruefalsefalseNONE0false0falseNONE0false0falsefalse2falseSUMfalseSUM15LEFTLEFTfalsefalsefalse-2-1Responsible AttorneyTEXT2respAttorneyfalsefalsefalsefalseASC0false0trueLOOKUP011false0userIDfalsefalse2falseSUMfalseSUMLEFTLEFTfalsefalsefalse-3-1Fee WIPDECIMAL3feeWiptruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-4-1Expense WIPDECIMAL4expenseWiptruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-5-1Total WIPDECIMAL5totalWiptruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-6-1Open Billed FeesDECIMAL6feesBalancetruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-7-1Open Billed ExpensesDECIMAL7expenseBalancetruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-8-1Open Billed TotalDECIMAL8openBillstruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-9-1Open CreditsDECIMAL9openCreditstruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-10-1Total ARDECIMAL10billedARtruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-11-1WIP plus ARDECIMAL11openTotaltruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-12-1Trust BalDECIMAL12trustBaltruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-13-1Trust Less ARDECIMAL13trustLessARtruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-14-1ClientGUID14clientidfalsefalsefalsefalseNONE0false0trueLOOKUP033false0clientidfalsefalse2falseSUMfalseSUMLEFTLEFTfalsefalsefalse-15-1Trust Less AR and WIPDECIMAL15trustLessOpenTottruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-16-1Default Replenish Req ARDECIMAL16repReqARtruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-17-1Default Replenish Req TotalDECIMAL17repReqTotaltruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2trueSUMtrueSUM8LEFTLEFTfalsefalsefalse-18-1MatterGUID18matteridfalsefalsefalsefalseNONE0false0trueLOOKUP010011001false0matteridfalsefalse2falseSUMfalseSUMLEFTLEFTfalsefalsefalse-20-1Default Trust Minimum BalanceDECIMAL19minimumBaltruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2falseSUMfalseSUM8LEFTLEFTfalsefalsefalse-19-1Default Trust Replenish TargetDECIMAL20trustRepLeveltruetruefalsefalseNONE0false0falseNONE0false0falsefalseN2falseSUMfalseSUM8LEFTLEFTfalsefalsefalse-21-1OriginatorTEXT21originatorIdfalsefalsefalsefalseNONE0false0trueLOOKUP011false0originatorIdfalsefalse2falseSUMfalseSUMLEFTLEFTfalsefalsefalse-22-1Does Trust Bal include All Trust Accounts?TEXT22IncludeAllTrustfalsefalsefalsefalseNONE0false0trueRADIO001All Trust0Just Defaultfalse0IncludeAllTrustfalsefalse2falseSUMfalseSUMLEFTLEFTfalsefalsefalse0