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