Objective:
- Understand the Matter Balance Summary Report when created for a specific time frame
Environment:
- Clio Web App
Additional Information:
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