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Objective:
- To learn if the Matter Balance Summary report displays the client trust balance when generated in CSV file format.
Environment:
- Clio Web App
- Excel
Additional Information:
n/a
Answer:
Yes. When generating the Matter Balance Summary Report:
- Check the box that says "Display Client Trust Balance"
- Select "CSV" as Output Format.
- Open the downloaded file in Excel
- The Client Trust is located in column D.