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Can I Generate a Report That Will Show me all Funds Held in Operating?

Objective:

  • Show Client Operating Funds
  • Report for Client Operating balances
  • Report on retainers in Operating Account
  • Report on Operating retainers

Environment:

  • Clio Manage

Additional Information:

To reduce the length of the Report so that you only see balances, change the Date Range to Today, check the boxes "Include Opening Balance" and "Display Matter to Matter Transfer Transactions", and select Web or PDF as the output before generating the Report.

Answer:

The Client Ledger Report will show you all Trust And Operating account balances.

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