San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to See a Client's Trust Transactions

Objective:

  • To see payments towards Trust Account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

1. Click on the Contacts tab in the main navigation bar

2. Locate the Client in question and click on their name

3. Click on the Transactions sub-tab under the contact information

4. Choose the correct account from the ledger dropdown on the left-hand side of the screen

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality