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Is There a Report I can Generate to See all Transactions for a Client?

Objective:

  • Listing of Client Transactions within all bank accounts

Environment:

  • Clio Manage 

Additional Information:

Please note you must have the Accounts Permission to access the Reports tab within Clio.

Answer:

Yes, you can generate the Client Ledger Report which will show you a listing of all Client Transactions in all accounts. This can also be filtered for specific Clients. To generate this Report please click here.

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