Objective:
- View a snapshot of account balances for a specific date
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Go to Reports and open the Bank Account Activity Report
- Choose All under Select Practice Area
- Choose Custom under Select Date Range
- Select a From date and To date. The To date should reflect the day you would like to capture the Account balance for.
- Tick the Include Opening Balance checkbox
- Select Generate Report