Introducing The Law Community, the online community just for Clio customers. Sign up now.

Why is my Client Ledger Report Display not matching my Transactions Tab?

Objective:

  • Funds in and out in transactions tab not matching Client Ledger
  • Funds in/out are in reverse

Environment:

  • Clio Manage

Additional Information: 

n/a

Answer: 

This is a display thing, Clio only shows the date itself and, not the in /out part. It may display differently on a report from how it would on the transaction page

 

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