Account Balance on Bill Does Not Match the Balance in the Last Line of the Client Account Details

Issue:

• Why is the balance on the Bill not lining up the totals from the Transactions? 

Environment:

• Clio Manage

Additional Information:

n/a

Cause:

You do not have your Bill Theme configured to Include matter-to-matter transfer transactions and funds have been transferred or used to pay Bills towards a different Matter

Resolution:

Update the Bill Theme to Include matter-to-matter transfer transactions: How to include Matter to Matter Transfer Transactions on a Bill