Objective:
- Print my Operating Transactions
- Print my Trust Transactions
Environment:
- Clio Web App
Additional Information:
You will only see the Reports tab if you have the appropriate permissions.
Procedure:
- Go to Reports in the navigation
- Under Client Reports, click Bank Account Activity
- Select the Account you would like to use
- Input any other relevant information
- Select an Output version: PDF or CSV
- Click Generate Report
- Open the Report and choose to Print from the program you open it in