Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - 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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality