Is there a Report that Includes Client Trust & Client Operating and Outstanding Balances
- How do I produce a Report that shows all Client Funds and Outstanding Balances?
- Does Clio have a report that includes all Client Funds and Outstanding Balances?
- At this time, there is no one report that combines all of that information
- In order to compile this information, you will need to combine two reports:
- If you produce both reports as CSV spreadsheet files, you can combine the required information on one sheet.