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