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Trust Ledger Reports Shows Negative Matter Balance


  • Generate the Trust Ledger report, broken down by Matter, and the Matter Balance shows a negative balance. When you go to the Matter and Client Transactions ledger, there is no negative balance.


  • Clio Web App

Additional Information:



There is a Client to Matter transfer in the ledger and when generating the report the "Display Matter to Matter Transfer Transactions" box was not checked. 


Check the "Display Matter to Matter Transfer Transactions" box.  

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