KCS -Unable to Find Bank Account When Searching


  • Bank account cannot be viewed when more than 200 bank accounts created in an account


  • Clio Web App

Additional Information:



This will occur when an account has more than 200 Bank Accounts. Clio will be able to view the first 200, but cannot access the 201st or beyond. 



  1. Use the Transactions tab under Contacts to view transactions
  2. Choose an account in the first 200, and amalgamate information from other accounts into this bank account.  
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality