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