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How do I Exclude the Amount in Trust from the Summary of Account?

Objective:

  • Stop including the Amount in Trust in the Statement of Account Summary on Bills
  • Remove the Trust Balance from the Summary of Account calculations

Environment:

  • Clio Web App

Additional Information:

This article refers to the Summary Statement, which can appear at the top or bottom of a based on your Bill Theme Settings. It does not refer to the Client Account, which shows either a summary or transaction by transaction of your Trust and/or Operating Accounts. 

Changes to Bill Themes generally save automatically; if a theme has not saved, you will see a green "Save" button at the top-right (otherwise it has already saved)

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Select Bill Themes
  4. Click on the theme that you wish to edit (or create a new theme)
  5. From the "Edit Bill Theme" page, select Statement of AccountsSummary of Accounts
  6. Select one of the following options for the "Summary Detail Level"
    • Outstanding Balance + New Charges = Total
    • ( Outstanding Balance + New Charges ) - ( Payments ) = Amount Outstanding
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