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Accounts Receivable Report Higher Than Expected For Certain Bills

Issue:

  • Wrong total for A/R Report
  • Individual Bill amounts seem incorrect in some Reports
  • Line Items associated to an Aggregated amount still show Tax, despite Tax being removed. 

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

For a period of time, when Tax was removed from an Aggregate Line Item on a Bill, Tax was removed from the Aggregate total, but not the total of each individual Line Item associated to the Aggregate line item.

 

While the root cause of this issue has been resolved on a go-forward basis, the fix did not retroactively resolve pre-existing instances where this occurred. 

Resolution

Contact Clio Support and reference this Help Center article. 

If possible, please be prepared to provide URL of the affected Aggregate Bill (see here).

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