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