Objective:
- How to stop closed matters from appearing on the Trust Ledger Report
Environment:
- Clio Manage
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:
- Click the Reports tab
- Click on the Trust Ledger report
- Uncheck the Show clients with zero balance box
- Click Generate Report