KCS - Can I See Total Funds Paid by a Client in the Matter Transactions Sub-tab?

Objective:

  • How do I quickly see the total a client has paid without generating a report?

Environment:

  • Clio Web App

Additional Information:

You may see this information at the Client Transactions sub-tab instead.

Answer:

No, New Clio no longer shows totals for the Funds In and Funds Out columns on the Matter Transactions sub-tab.

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