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How to View the Operating Account Ledger for a Matter

Objective:

  • Viewing operating account transactions
  • Reviewing payments 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to view the Matter
  2. Select Transactions from the Matter menu
  3. Select the Operating Account from the account ledger dropdown field on the upper left 

 

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