KCS - Which Report Shows Money in Trust for Each Client as Well as Any Accounts Receivable Balances?

Objective:

  • Report including Trust Balances and A/R
  • See outstanding receivables and amount in client account

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

This information is available on the Matter Balance Summary Report (Web and PDF Formats) when the box to "Display Client Trust Balance" has been checked

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