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Why is the Running Balance Column on the Accounts Tab Blank?

Issue:

  • No details in running balance 
  • Transactions not adding up

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

You have reorganized/sorted your transactions by something other than the date. If you sort your columns by the Client or the Matter, the Running Balance wouldn't balance correctly, so it shows a dash instead.

Resolution:

Click the "Date" column header to reorganize the column by the date. The running balance will return.

 

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