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How to View My Bank Account Balance by Date?

Objective:

  • View a snapshot of account balances for a specific date 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Reports and open the Bank Account Activity Report
  2. Choose All under Select Practice Area
  3. Choose Custom under Select Date Range
  4. Select a From date and To date. The To date should reflect the day you would like to capture the Account balance for.
  5. Tick the Include Opening Balance checkbox
  6. Select Generate Report

 

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