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Trust Ledger Reports Shows Negative Matter Balance

Issue:

  • 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.

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

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. 

Resolution:

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

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