This article may be out of date!
Visit the New Knowledge Center

What is the Difference Between the Statement of Account, and the Statements of Account?

Objective:

  • Statements of Account vs Statement of Account
  • Difference between the information that appears on the Statements of Account and the information on the Statement of Account

Environment:

  • Clio Manage

Additional Information:

  •  n/a

Answer:

Statement of Account: Is an optional feature that can be added to a Bill Theme. It provides a list of all transactions relating to the Client's account. (Including Trust deposits and Bill payments)

Statements of Account: Is a report that can be generated by going to the main Billing tab > click the arrow beside the 'New bills' button > click New statements of account. It provides the opening balances as of the specified date, the closing balance as of the date specified and the balance owed in a printable version for clients or for your own records. It does not include all client transactions.

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