The 2020 Legal Trends Report is now available. Get the latest insights here.

Why Don't the Fee and Payment Totals at the Bottom of the Client Ledger Reflect the Client's Total Fees & Payments?

Objective:

  • Why do the Fees and Payments on the ledger not total the Client's total Fees and Payments?

Environment:

  • Clio Web App
  • 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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality