- How can i see all firm bank account activity?
- Is it possible to run a report of all bank account activity?
- Clio Web App
- Accounts Tab
- Matters >Transactions
If you would like to see firm wide transactions you can take a look at the main Accounts page in Clio if you click on your Trust, IOLTA or COLTAF account this will show you deposits and withdrawals/disbursements from the account. By navigating to the Operating Account you will be able to see a full list of any money earned/deposited into you Account. Additionally, you can run a Bank Account Activity Report which will show a detailed breakdown of the bank account. You can choose to show transfers from matter to matter also, and to include the account opening balances.