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


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


  • Clio Manage

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.


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

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