KCS - What Does Date Range Refer to in the Matter Balance Summary Report?

Objective:

  • Understand the Matter Balance Summary Report when created for a specific time frame

Environment:

  • Clio Web App

Additional Information:

Matter Balance Summary Report

Answer:

When you select a Date Range or enter Custom Dates for this Report, the will affect the figures in the following ways: 

  • Accounts Receivable includes amounts from Bills within the selected range, based on the amount outstanding as of that time frame 
  • Payments made outside of the selected date range are not taken into account 
  • Work in Progress and Expenses in Progress represent entries created between your specified dates, if their current status is unbilled
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