KCS - How to view operating account transactions in excel

Objective:

  • View operating account transactions in Excel
  • Generate Bank Account Activity report in CSV 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click Reports
  2. Click Bank Account Activity
  3. Fill in Account, Practice area, or Date range if desired
  4. Choose "Output Format" as CSV
  5. Click Generate Report

 

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