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Why Are My Old Bills Showing Updated Trust Balances?

Question:

  • I looked up some old bills, but the trust account balance is showing the present balance. Why?
  • Why is my trust balance at zero on an old bill, when the trust balance had funds?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to view the balance of the trust account at the time that it was sent, please click on the 'Send Email Preview to Myself' for future reference. 

    Send_an_email_preview_to_myself.png

Answer:

  • Clio's bills are live, meaning that they are updated to reflect the current matter/client trust balance.
  • They update as the funds are being used, even on past paid bills.

 

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