KCS - Issue: Matter Balance Summary AR logic incorrect for Payments in limited date ranges

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

 

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