Issue:
- Trust Listing Report shows two different totals
Environment:
- Clio Web App
Additional Information:
n/a
Cause:
Note: In September 2018, the Trust Listing Report was updated to show trust funds which weren't assigned to a specific client. They are displayed on the report, grouped under "unlinked".
The CSV of the Trust Listing Report shows transactions associated to a Client (only), where the PDF and web version shows all transactions associated to the Matter.
Resolution:
- Go to each Matter for the affected Client
- Look for transactions associated to the Matter, but not associated to a Client (the Client field will be empty)
- Edit that transaction, and re-associate the Client
- Run the Trust Listing Report again