2017

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KCS - Why Isn't the Matter Balance Summary Report Displaying the Accounts Receivable of a Matter?

Objective:

  • Matter Balance Summary Report missing information 

Environment:

  • Clio Web App

Additional Information:

  • For more information on the Matter Balance Summary Report, click here. 

Answer:

  • The Matter Balance Summary Report only displays Accounts Receivables for Open Matters. If the Matter is Closed or Pending, the Matter data will not appear in the Report.  
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