Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Include or Exclude Matter to Matter Transfer Transactions on a Bill

Objective:

  • Display the transfer of Trust Funds from one Matter to another on the Bill Theme
  • How to hide the transfer of Trust Funds from one Matter to another on the Bill Theme

Environment:

  • Clio Manage
  • Bills
  • Bill Themes

Additional Information:

n/a

Procedure:

  1. Select the gear icon to access the settings
  2. Select Billing under the Clio Settings
  3. Select the Bill Themes sub-tab
  4. Select the preview image of the theme you want to change
  5. Select Statement of Accounts > Client Account 
  6. Check the box to Include matter-to-matter transfer transactions or uncheck to hide the Matter to Matter transfers 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality