KCS - Why Does My Outstanding Balance on my Statement of Accounts not Match the Balance on my Client's Matter Dashboard?

Objective:

  • Why does my Outstanding Balance on my Statement of Accounts not match the Outstanding Balance on the Matter's dashboard? 

Environment:

  • Clio Web App

Additional Information:

What do the different options mean when generating a Statement of Accounts?

Answer:

This could be because the Client has an outstanding Trust Request or Bill that isn't associated with the Matter you're currently viewing. 

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