Trust Amount on Matter Dashboard Doesn't Match Amount in Trust Account

Issue:

• The trust amount on the Matter Dashboard doesn't match the amount in the Matter trust account.

Environment:

• Clio Manage

Additional Information:

n/a

Cause:

1. Matter A - add transaction for full amount of deposit
2. Create Matter B
3. Edit transaction in Matter A, so it is less than the full amount of the deposit
4. Matter B - add a transaction for the rest of the deposit

Resolution:

1. Go to the Contact card associated to the Matter
2. Click Transactions
3. Click Edit under the first transaction > don't change anything > click Save
4. Repeat step 3 for the second transaction