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Trust Transactions are Showing up as Negative on Statement of Accounts.

Issue:

  • Transactions listed in the Statement of Accounts area on an Invoice are listed as negative. Ie -275.00 instead of 275.00

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Not all Trust transactions are visible on the Statement of Accounts

Resolution:

In the Bill Themes section:

  1. Select the Bill Theme you want to Edit
  2. From the "Edit Bill Theme" menu select Statement of Accounts
  3. Select Client Account
  4. Check the box next to Include matter-to-matter transfer transactions

 

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