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How to View Client Trust Balances For a Specific Date

Objective:

  • View a snapshot of Client Trust Balances for a particular date 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to Reports and select the Trust Listing Report
  2. Fill out the options accordingly
  3. Select Custom under the Select Date Range
  4. The From Date should be set prior to the first transaction in the Trust Accounts
  5. Select the desired To Date
  6. Click Generate Report

 

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