The 2021 Clio Cloud Conference is Happening Now!

Why Does the Bank Activity Report Show a Double Refund?


  • Bank Activity Report showing two outs for a refund
  • Bank Activity Report shows two negative amounts after refund 
  • Refunded a payment and it shows twice on the Bank Activity Report
  • Why Does the Bank Activity Report show a refund twice


  • Clio Manage

Additional Information:

When the funds are refunded at the Matter level the Bank Activity Report will show three transactions (which makes it look like the refund was done twice)

Transaction one = Funds being removed from the Matter level

Transaction two = Funds being added to the Client level

Transaction three = Funds being removed from the Client level for the refund 


The Bank Activity Report is showing the true path of the funds.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality