This article may be out of date!
Visit the New Knowledge Center

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 

 

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