KCS - Is There a Report to See Who Entered Trust Payments?

Objective:

  • Is there a report to see who entered trust transactions?
  • Is there a report to see which staff member entered information in the Accounts tab and the time/date they did so?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No there currently isn't a report that shows who entered Trust Payments. 

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