KCS - How Do I Find the ID of a Bank Account?

Objective:

  • Locate the unique identifying number of an Operating or Trust Account

Environment:

  • Clio Web App

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:

  1. Click on the Accounts tab
  2. Click on the Bank Account you wish to find the ID of
  3. 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)

 

 BankAccountID.png

 

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