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Matter balance configuration in Client Matter Enquiry

A
Written by Antoine Larsen
Updated over 2 weeks ago

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.
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Configure these by right-clicking in that area and selecting from the list.
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If any of these balances appear incorrect, please raise a new case online and reference the title of this article.

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