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How is the Outstanding Balance on the Matter Dashboard Calculated?

Objective:

  • Outstanding Matter Balance
  • Amount owing on a Matter
  • Does Outstanding Balance in the Bill include Trust Requests?

Environment:

  • Clio Manage

Additional Information:

This refers to the value displayed under Outstanding Balance in the Financial Section of a Matter Dashboard in New Clio.

If you have generated a multi-Matter bill, this does not change the Outstanding Balance. It will still only include outstanding owing on the specific Matter you are currently viewing.

Answer:

The Outstanding Balance in the Matter Dashboard will show the Outstanding Balance for that Matter specifically. It is the total of all Outstanding Approved Bills in the Matter, not including Bills in Draft, Pending Approval, or Trust Requests.

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