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 Manage
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.