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Why Don't I See a Transactions Subtab Within the Contact/Matter?

Objective:

  • I do not see a Transactions tab on my Matter's / Client's details page
  • I cannot see a Transactions subtab in my Matter
  • Can't see Transactions tab

Environment:

  • Clio Manage

Additional Information:

Answer:

  • Not having access to the Transactions tab likely indicates that you do not have Accounts permissions. Please speak to one of your firm's Clio Administrators to add these permissions to your profile. 

    or
  • Your Bank Accounts have not been added in your Clio account yet.

 

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