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Where Can I See a List of Trust Payments to View What Funds I Need to Transfer Through my Bank?

Objective:

  • Used Approve & Apply Trust option and now need to see what funds to transfer in real life
  • View Trust Ledgers/Transactions
  • How do I ensure that my bank account is reconciled with Clio?

Environment:

  • Clio Manage

Additional Information:

Create the Report for a set Date Range to just include recent transfers

Answer:

Use the Trust Ledger Report to see the transactions divided by Client or the Bank Account Activity Report for a chronological list

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