KCS - Can I Generate a Report that will Show me all Funds held in Operating?

Objective:

  • Show Client Operating Funds
  • Report for Client Operating balances

Environment:

  • Clio Web App

Additional Information:

To reduce the length of the Report so that you only see balances, change the Date Range to Today, and check the box to "Include Opening Balance" before generating the Report.

Answer:

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

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