Objective:
- View Trust Requests for all Clients
- Viewing all outstanding Trust Requests
- How to see every trust request
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Bills
- Choose the appropriate status (Awaiting payment for approved outstanding requests, All for paid, outstanding, and not yet approved)
- Click Filters
- In the "Type" menu select Trust Request
- Click Apply filters