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How are Bank Accounts Ordered on the Transactions Page

Question: 

  • How are bank accounts ordered on the transactions page and can you reorder them?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Bank account are ordered based on the date they were created in Clio. At this time there isn't a way to reorder this list, if you would like this feature added, please submit a request via email at support@clio.com.

 

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