Can I Exclude Zero Balance Matters from the Statements of Account?

Objective:

• I want the Statement of Account to not show Matters with zero balance.

Environment:

• Clio Web App

Additional Information:

You can uncheck the box to "Show clients with zero balance," however if a Client has one Matter with an outstanding balance and another Matter with a zero balance, both will be displayed.

Answer:

No, you cannot change which matters appear on the Statements of Accounts.