Cases Needing Attention 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.”

The Cases Needing Attention Report instantly shows all trust accounts having a negative balance. The report can be printed on-demand at anytime or can print automatically at the same time each day for immediate attention by attorney, assistant or accounting staff.

Click on TRUST > CASES NEEDING ATTENTION REPORT on the main Taskbar from anywhere in the Geni Law program:

trust cases needing attention report

No print selections are available; this report prints automatically upon pressing the tab.

The following results are printed for all clients and cases:
  • From/To Reporting Date
  • Client Name Code
  • Case Number
  • Transaction Date
  • Payee
  • Division
  • Check Number
  • Account Number
  • Opening Balance
  • Selected Period
  • Closing Balance