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Why aren't the Totals in Awaiting Payment on the dashboard matching my A/R Report?

Issue:

  • The amount totals do not match up between my "Awaiting Payment" on my Dashboard and an Accounts Receivable Report

Environment:

  • Clio Web App
  • Matter Dashboard
  • Accounts Receivable Report

Additional Information:

n/a

Cause:

This is a known issue.  Currently, the "Total in Awaiting Payment" is excluding Interest charges, this is not intended.

Resolution:

  1. none

 

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