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Issue: Trust Ledger Report Is Not Displaying the Account Balance After Choosing a Date Range

Issue:

  • Account Balance in Trust Ledger Report does not display if any Date Range is chosen

Environment:

  • Clio Manage

Additional Information:

  • n/a 

Cause:

Not yet diagnosed

Workaround:

Create the report as a CSV and use Excel to calculate the total.

 
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