KCS - How to Generate a Client Ledger Report

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 Web App

Additional Information:

For more information on the Client Ledger report, click here

Procedure:

  1. Select Reports from the main navigation menu
  2. Select "Client Ledger" from the list of available reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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