- The transactions listed on the Statements of Account do not match those listed on the Statement of Account on my client's invoice.
- Statements of Account does not show Trust deposits
- Statements of Account does not show all transactions
- Clio Web App
The Statements of Account report only shows the following information:
- Account Activity relating to Bill payments
- Amounts paid on Invoices
- Balance due on individual Invoices
- Total Balance Due on Account
It does not show any other type of transaction, such as amounts deposited in to Trust or transactions that do not relate to Bill payments.