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How Is the Outstanding Balance on the Matter Dashboard Calculated?

Question:

  • What contributes to the Outstanding Balance on a Matter?
  • How is the Outstanding Balance on the Matter Dashboard calculated?
  • Does the Outstanding Balance include Trust Requests or Draft Bills?

Environment:

  • Clio Manage

Additional Information:

  • This article refers to the value displayed under Outstanding Balance in the Financial Section of the Matter Dashboard.

Answer:

The Outstanding Balance on the Matter Dashboard applies to that Matter specifically. It is the total of all outstanding approved Bills for the Matter, not including Trust Requests or Bills in the Draft or Pending Approval stages.

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