Case Accounting vs. Trust Register Report

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can”learn as you go.”

This report alerts Management if the Trust Account bank balance is over or short from the balances of the client accounts.

This could happen for different reasons:

  • a mistake of using the wrong account number
  • taking out the charge for using credit card deposits from the Trust Account rather than the Operational Account
  • paying a case cost from the Trust Account rather than from the Operational Account
  • paying a case cost from the Operational Account rather than from the Trust Account

These situations don’t happen often, but this report is just a wonderful double-check that should be run at least once per month.

The Case Accounting vs. Trust Register Report can be run at any time from any where in the Geni Law program by following these steps:

Click TRUST > CASE ACCOUNTING VS. TRS REGISTER REPORT on the main Taskbar from anywhere in the Geni Law program:

case v trust dropdown

Immediately upon clicking the tab, the print report overlay screen opens:

case v trust overlay

The report print screen opens up with the cursor on the Start Date field. The date that appears is always the current date, but you can delete the current date and enter the desired Start Date. Press tab.

In the next field, a quick-pick list appears for you to select the desired time period between daily, weekly or monthly. Select the desired time period.

case-v-trust-print-screen

Select print to “P”rinter or “S”creen; default is Printer.

Enter number of copies.

Press Print for the print results or Escape to return to the previous screen.