Objective:
- Why do the Fees and Payments on the ledger not total the Client's total Fees and Payments?
Environment:
- Clio Manage
- Contact Card
Additional Information:
Why are there Double Payments in Transactions?
Answer:
The Operating or Trust ledger is displaying each account that is impacted by a single transaction. Therefore, if any transactions move from one account to another, the ledger will display each movement as a transaction. This does not actually reflect the client's total fees and payments.