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.