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Do Matter Dashboard Balances Round Up or Down?

Question:

  • The Matter Dashboard Balance and the Matter Activities Amount do not Match
  • Do the Dollar Amounts on the Matter Dashboard Round Up or Down?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes. If an amount is over 100,000, it will round up to the nearest one decimal point.  

Example: If there is 100,425.35 in a Matter Trust Account, on the Matter Dashboard it will be  displayed as 100.4K.

 

 

 

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