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


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


  • Clio Web App

Additional Information:

The Bank Account


  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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