In the Ledger tab of Client Matter Enquiry, below the ledger postings you can display numerous matter balances, for example Client Balance, Bills Outstanding, etc.
Configure these by right-clicking in that area and selecting from the list.
If any of these balances appear incorrect, please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.
Matter balance configuration in Client Matter Enquiry
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Written by Antoine Larsen