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:
- Matter A - add transaction for full amount of deposit
- Create Matter B
- Edit transaction in Matter A, so it is less than the full amount of the deposit
- Matter B - add a transaction for the rest of the deposit
Resolution:
- Go to the Contact card associated to the Matter
- Click Transactions
- Click Edit under the first transaction > don't change anything > click Save
- Repeat step 3 for the second transaction