KCS - How do I Print All of the Transactions from one Account

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:

  1. Go to Reports in the navigation
  2. Under Client Reports, click Bank Account Activity
  3. Select the Account you would like to use
  4. Input any other relevant information
  5. Select an Output version: PDF or CSV
  6. Click Generate Report
  7. Open the Report and choose to Print from the program you open it in

 

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