KCS - Why Are My Transaction Dates All Over The Place in My Trust Ledger Report?

Objective:

  • What is the order in the Trust Ledger Report?
  • How are Transactions ordered in the CSV of the Trust Ledger Report?

Environment:

  • Clio Web App
  • Excel

Additional Information:

By default the report will generate with the Breakdown Level set to Client. This means that all matters' transactions will display in chronological order and a total Client balance will display. Switching the Breakdown Level to Matter will instead group matters together and show transactions in a chronological order. This is in addition to a client balance.

Answer:

Depending on the Breakdown Detail Level chosen when generating the Report, Transactions will be listed in chronological order, grouped by either the Client or Matter. 

 

 

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