Sounds simple right? I dragged every possible database field over and none gives this balance. This number is available in a funds balance report so it doesn't make sense that I can't add it to a cover sheet.
Here is what I want on my cover sheet
Prior Retainer Balance Before Applying Current Charges
Less: Current Charges
Retainer Balance after Applying Current Charges
This is a simple cover sheet. Why can't I get it to work?
If you can answer this one, drinks are on me—seriously.