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:

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