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Is There a Report that shows if I Owe Money to Any Clients?

Objective:

  • I want to know if any clients have overpaid so I can refund them

Environment:

  • Clio Web App
  • Reports

Additional Information:

Generate the report and look at the closing balance of the Operating Account for each Client.

If you end up with a long report, generate the Client Ledger Report for This Week or Today to include fewer transactions.

Answer:

Yes, the Client Ledger Report shows this information.

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