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"Only show Trust amounts for matters on the bill" Setting in Bill Themes Is Showing More Than The Trust For The Matters On The Bill

Issue:

  • Only show Trust amounts for matters on the bill showing more than matter trust
  • Only show Trust amounts for matters on the bill showing client funds

Environment:

  • Clio Manage

Additional Information:

  • For more information on Matter and Client level trust funds, click here.

Answer:

With the option "Only show Trust amounts for matters on the bill" selected in bill themes, trust funds that are at both a Matter and Client level will be shown. This is intended as the Client level trust funds would be available for all of the Matters on the bill.

 

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