KCS - If a Matter has Two Trust Accounts, Can I Set Up my Bill to Only Show the Transaction History of One?

Objective:

  • Two Trust Accounts showing in Client Account Details.
  • How to only display current Trust Account details on Bill.

Environment:

  • Clio Web App

Additional Information:

  • For information on how to only show Trust Amounts for Matters on the Bill, see here.

Answer:

Not at this time. If you have multiple Trust Accounts in use on the Matter, the Summary of Accounts will show all the Trust Account details for that Matter, even if one of those Accounts is not currently in use.

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