KCS - What is the dropdown menu in the Transaction subtab of a Matter?

Objective:

  • The dropdrown ledger menu in the transaction subtab of a Matter.

Environment:

  • Clio Web App
  • Accounts

Additional Information:

n/a

Answer:

The dropdown in the Transaction subtab of a Matter consists of all the Accounts for the Firm. You can add new accounts by going to the Accounts subtab

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