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