KCS - Can I Limit the Dates for Payments Showing Up in Client Account Details on Bills?

Objective:

  • Restrict date range of Transactions on Bills
  • Only show ledger from the most recent billing cycle

Environment:

  • Clio Web App

Additional Information:

How to Display a Client's Trust Ledger on a Bill

Answer:

No, the Client Account Details on Bills will show all historical Transactions for the relevant Client or Matter; there is no option to limit this at this time.

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