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

August 22, 2022 21:33

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.