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Why Does my Personal Dashboard Show a Different Amount of Bills Than my Bills Tab?

Objective:

  • Value of Bills on Personal Dashboard appears incorrect

Environment:

  • Clio Manage

Additional Information:

  • Trust Request will not be included in the Bills section of the Personal Dashboard

Answer:

The Personal Dashboard will show all Bills in Draft, Awaiting Payment and Overdue for Matters that you are the Responsible Attorney for. If you have more Bills in your Bills tab, the Responsible Attorney for the Matter is likely a different user or unassigned.

Any Interest on the Bills will not show up on the "Total in Awaiting Payment" section in the Personal Dashboard. 

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