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Cannot See List of Matter Balances When Recording a Payment on a Bill

Issue:

  • I used to be able to see a list of matter names with their balances in the Record payment page
  • Can only see operating and trust accounts, Type and Amount columns

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Make sure to select the Source first.

Resolution:

  1. Click the Source dropdown
  2. Choose the operating/trust account
  3. Now you will see matters and their balances

 

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