Objective:
- To remove Trust information in the Client Account section for Matters that aren't on the Bill.
Environment:
- Clio Manage
Additional Information:
For information on how to show only Trust amounts for Matters on a Bill within the Summary Account Section click here.
Any Bills using this Bill Theme will be updated automatically.
Procedure:
Go to Settings
Go to Billing then Bill Themes
Click on the Bill Theme you wish to edit
Pick Statement of Accounts > Client Account
Checkmark the box beside Only show Trust amounts for matters on the bill