KCS - When I Run the Trust Ledger Report it's Showing Me Closed Matters

Objective:

  • How to stop closed matters from appearing on the Trust Ledger Report

Environment:

  • Clio Web App

Additional Information:

The User leaving the box that says "Show clients with zero balance" checked. Closed Matters are more likely to have a zero balance which is why they are showing up in the report.

Answer:

  1. Click the Reports tab
  2. Click on the Trust Ledger report
  3. Uncheck the Show clients with zero balance box
  4. Click Generate Report
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