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


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


  • 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.


  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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