You do great work—now get recognized for it. Apply now for our 2018 Reisman Awards.
           See last year's winners!

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


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


  • Clio Web App

Additional Information:

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


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.

Was this article helpful?