KCS - What Information Does the Bank Account Activity Report Show?

Objective:

  • Learn what information the Bank Account Activity report shows
  • Learn what the Bank Account Activity report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating a Bank Account Activity, click here

Answer:

Clio's Bank Account Activity Report is designed to give firms a detailed view:

  • Transactions that have been logged within the Trust Account
  • Transactions that have been logged within the Operating Account
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