KCS - Why are there transactions in the Bank Account Activity Report that are not in the Invoice Payments Report?

Objective:

  • Transactions in the Bank Account Activity Report aren't showing up in the Invoice Payments Report

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

All the items on the Bank Account Activity Report reflect Transactions within the Account

All the items on the Invoice Payments Report reflect Transactions associated with an Invoice

If there is a transaction that is added into the account that is not connected to an invoice, it will not show up on the Invoice Payments Report. 

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