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Why Does the Matter Dashboard not Match the Amount Owing in Unpaid Bills?

Objective:

  • To determine why the Matter dashboard has a different amount than the total of the Bills outstanding on the Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

One of the Bills is a multi-Matter Bill.  The full amount of this Bill will not show up on both Matter dashboards, only the amount owing for that Matter itself.

 

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