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Why Does the Collected Amount on My Revenue Report Different than the Collected Totals on the Firm Dashboard?

Question:

  • Why is my Revenue Report showing different collected figures compared to my Firm Dashboard?
  • Why is there a discrepancy between the Firm Dashboard and Revenue Report?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The Firm Dashboard uses the date of the Activity entry to determine collection within a date area, while the Revenue Report bases collection values off of the date of the received payment.

To use an example, if you had an Activity in January that was billed in February and then paid in March, the data would appear below as:

Revenue Report: Collected March

Firm Dashboard: Collected January

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