Objective:
- How to print all Transactions for all or a specific Client
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
Option 1
- Navigate to the Reports tab
- Click Client Ledger under Client Reports
- Complete the various fields and filters
- Choose PDF for all available columns or CSV to be able to edit the columns visible, in Excel
- Click Generate Report
- Open and print the downloaded file
Option 2
- Navigate to the Contact
- Click on the Transactions subtab along the top of the Contact
- Optional: At the top of the Transactions grid, specify a date range
- Scroll to the bottom of the Transactions grid and click Export
- Choose PDF for all available columns or CSV to be able to edit the columns visible, in Excel
- Print as a PDF or CSV