KCS - How to Print All Transactions for All or Specific Clients

Objective:

  • How to Print All Transactions for All or Specific Clients

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Click Client Ledger under Client Reports
  3. Complete the various fields and filters
  4. For Output Format select PDF
  5. Click Generate Report
  6. Open and print the downloaded file
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