Objective:
- Run a Client Ledger Report
- Run a report that shows Client Transactions, including payments, payment sources, and transfers, which matter and invoice they pertain to, and a total of the funds applied.
Environment:
- Clio Manage
Additional Information:
- For more information on the Client Ledger report, click here
Procedure:
- Select Reports from the main navigation menu
- Select "Client Ledger" from the list of available reports
- Select the appropriate report options based on the criteria you would like to report on
- Select the Output Format
- Click Generate Report