Objective:
- Locate the unique identifying number of an Operating or Trust Account
Environment:
- Clio Manage
Additional Information:
- Knowing the ID of a Bank Account is often valuable for our development team when investigating reported issues related to Bank Accounts and transactions.
Procedure:
- Click on the Accounts tab
- Click on the Bank Account you wish to find the ID of
- The ID of the Bank account can be found in the URL of your web browser (for instance, in the example below, the ID is 139073)
