San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Issue: Dashboard of Matter Shows Incorrect Trust Amount


  • <Leave for TE>


  • 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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality