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Why Is My Trust Ledger Report Still Showing $0 Balances After Unchecking "Show Clients with Zero Balance"?

Objective:

  • Why are $0 balances still appearing in my Trust Ledger Report after unchecking "show Clients with Zero Balance"?

Environment:

  • Clio Manage

Additional Information:

  • For more information about the Trust Ledger Report, click here. 

Answer:

Trust Ledgers show every transaction, even if the transaction is $0. Unchecking the "Show clients with zero balance" box will still show clients that have transactions equal to $0, provided the listed client has a balance greater than $0. 

 

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