Issue:
- Matter Balance Summary AR logic incorrect for Payments in limited date ranges
Environment:
- Clio Web App
Additional Information:
- When creating the Matter Balance Summary Report for a restricted Date Range, it should reflect a historical representation of Accounts Receivable as of the specified time frame
- Bills that are currently fully Paid but were Awaiting Payment as of the specified range are not reflected in the Report (A/R is not included, Report considers them as fully paid, without respect for the specified date range)
Cause:
Not yet diagnosed
Workaround:
Generate Statements of Account