The Clio Cloud Conference is happening October 26-29. Save your spot.

The Matter Balance Summary Report is Missing Bills that weren't Paid During the Selected Date Range

Objective:

  • Bills not showing on the Matter Balance Summary Report

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Invoices that were paid outside of the date range selected when generating the Matter Balance Summary Report still won't be visible on the Report.

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