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How do I Report on Transfers Between Bank Accounts for a Given Period?

Objective:

  • Is There a Report That Shows Transfers from Trust to Operating for a Given Period?

Environment:

  • Clio Web App

Additional Information:

The Bank Account

Procedure:

  1. Go to Reports
  2. Click on the Bank Account Activity Report
  3. Choose your desired Date Range
  4. Click the "Display Matter to Matter Transfer Transactions" checkbox
  5. Generate Report 
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