KCS - How to Only Show Trust Amounts for Matters on the Bill within the Summary of Accounts

Objective:

  • Remove Trust information in the Summary of Accounts for Matters that aren't on the Bill.

Environment:

  • Clio Web App

Additional Information:

Any Bills using this Bill Theme will be updated automatically.

For information on how to show only Trust amounts for Matters on a Bill within the Client Trust Account Section click here.

Procedure:

1. Go to Settings

2. Go to Billing then Bill Themes

3. Click on the Bill Theme you wish to edit

4. Pick Statement of Accounts > Summary of Accounts

5. Checkmark the box beside Only show Trust amounts for matters on the bill

 

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