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How do I see a Matter's Operating Account Balance?

Objective:

  • Check the Operating Account balance for a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to a specific Matter
  2. Select Transactions
  3. Select the appropriate account from the menu at the lower-left
  4. View the transaction history and current Running balance.Screen_Shot_2022-07-19_at_5.03.38_PM.png
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