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