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Why Do the Trust Funds Still Show on the Matter Dashboard?

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:

  1. Go to the New Matter, Edit the Transaction back to the previous Matter
  2. On old Matter Transactions tab click Transfer Funds
  3. Transfer Funds to New Matter
  4. Both Matter Dashboards should show correct amounts

Alternative Method:

  1. Add $1 transaction to the first Matter
  2. Delete that transaction
  3. Repeat steps 1 and 2 until the balance clears on the Dashboard

 

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