Hello. Maybe I missed where this info is being displayed now or an option to change it, but on the Billing Portal, is there still a way to see the balance of funds in a Client Operating Retainer account? This used to display on the Overview screen but now it only has Trust balance (presumably IOLTA only).
Thanks!
Did Smokeball ever help you on this? I just submitted a help request for the same exact issue, since that quick view of the Operating Acct balance is a pretty time-consuming loss (with 200 open cases)! Hopefully, there is a solution! Thanks, Lauren H.
Hi Lauren … no response that I’ve received. It seems like such an odd thing to take away with the redesign. Hopefully an update can bring it back as it is very frustrating to not see the balance and have to navigate to transactions to see the entry.
Hi John and Lauren,
I will make sure that our Product team hears your feedback! As far as I know there is no way to show it on the overview.
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