I Deleted All My Client's Trust Transactions, But My Bill Still Shows Available Funds in Trust

Issue:

• Detailed statement of account shows a Trust Amount that doesn't match the Client's nor the Matter's Trust Ledger. 

Environment:

• Clio Manage

Additional Information:

For steps to add a transaction, see here. 

For steps to delete a transaction, see here. 

Cause:

The change to the Trust Account has not pushed to the Bill information. 

Resolution:

1. Add a transaction to the Client's Trust Account.
2. Refresh the Bill
3. Delete the Transaction from Trust
4. Refresh the Bill.