Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

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 Manage

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.  

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