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

Objective:

• Matter Balance Summary Report missing information 

Environment:

• Clio Manage

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.