KCS - Can I Show Outstanding Trust Requests on the Detailed Statement of Accounts on a Bill?

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 Web App

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.

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