KCS - Are Outstanding Trust Requests Included in Summary of Accounts Setting Within My Bill Theme?

Objective:

  • Trust Request owing included in Summary of Accounts option within Statement of Accounts in Bill Theme

Environment:

  • Clio Web App

Additional Information:

There is currently no option to disable this feature.

Answer:

Yes, outstanding Trust requests (Awaiting Payment) are included in the Summary of Accounts formula within your Bill Theme.

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