Objective:
- Edit Trust Transaction
- Matter to Matter
- Incorrect amount on Matter Dashboard
- Trust Balance on the Matter Dashboard Doesn't Update After Transferring Funds to Another Matter
Environment:
- Clio Manage
Additional Information:
- A trust transaction has been edited to move money between matters.
Answer:
To have both matters show the correct balance:
- Go to the New Matter, Edit the Transaction back to the previous Matter
- On old Matter Transactions tab click Transfer Funds
- Transfer Funds to New Matter
- Both Matter Dashboards should show correct amounts
Alternative Method:
- Add $1 transaction to the first Matter
- Delete that transaction
- Repeat steps 1 and 2 until the balance clears on the Dashboard