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KCS - When I Run the Trust Ledger Report it Isn't Showing Me Closed Matters

Issue:

  • Want to use the Trust Ledger Report to show balances for all Matters that are Open or Closed

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

The User isn't checking the box that says "Show clients with zero balance." Closed Matters are more likely to have a zero balance which is why they aren't showing up in the report.

Resolution:

  1. Click the Reports tab
  2. Click on the Trust Ledger report
  3. Make sure the box Show clients with zero balance is checked
  4. Click Generate Report

 

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