The Clio Cloud Conference is happening October 26-29. Save your spot.

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


  • Matter Balance Summary Report missing information 


  • Clio Manage

Additional Information:

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


  • 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.  
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality