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Is There a Report That Details When You Have Applied Trust Payments to Invoices?

Objective:

  • Report on paying Bills from trust
  • Track my revenue when using trust funds to pay invoices
  • Understand how much I'm processing when approving and applying funds from trust

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No.

However, you can view all transactions affecting the trust account from the Accounts page in Clio.

You may also view transactional activity for each Matter by navigating to the Transactions sub-tab of that Matter's dashboard.

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