Objective:
- Show Outstanding Trust Requests in the Detailed Statement of Account on Bills
- Include Trust Request Balances in "Outstanding Balance" portion of Summary Statement of Account on Bill
- Show Outstanding Trust Requests on New Trust Requests
Environment:
- Clio Manage
Additional Information:
- To add the Detailed Statement of Accounts to your Bills (which will only include past Bills), see here.
Answer:
Not at this time.