KCS - Why are Some Transactions Missing from the Statements of Account?

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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. 

 

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