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How Does the Outstanding Balance Tab Differ From the Matter Balance Summary Report?

Objective:

  • Difference between the Matter Balance Summary Report and the Outstanding Balance Tab.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  •  In addition to showing all open matters with outstanding receivables, the Matter Balance Summary Report also accounts for open Matters with Work in Progress. The Outstanding Balance Tab will only account for bills that are currently in an Unpaid state and display the respective Outstanding Balances in accordance to Client and not Matter.
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