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Issue: Dashboard of Matter Shows Incorrect Trust Amount


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  • Clio Web App

Additional Information:

Matter trust funds still showing a previous amount despite making a payment. Running balance in transactions shows the correct amount.



Not yet diagnosed

or a short description of what is causing the issue, if available


  1. Add a negative transaction for the amount displayed incorrectly
  2. Go back to matter dashboard and refresh the page
  3. Go back to transaction, wait 1 minute and delete the negative transaction


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