- Matter and Client Transactions tab is empty
- The subtab in Transactions (either Client or Matter level) is blank
- When I go to the Transactions Subtab the Page is Blank
- Clio Manage
There are no Bank Accounts created. At least one Operating Account must be created to track Transactions.
- Navigate to the Accounts tab
- Click New in the top right hand corner
- Select the Account Type (typically Operating account to start)
- Fill out the Account Name
- Fill out remaining information (optional)
- Select Create New Bank Account
- Repeat above steps to add a Trust Account if needed.