Introducing The Law Community, the online community just for Clio customers. Sign up now.

Which Report Allows Me to View Total Client Trust Balances For a Month?

January 18, 2021 16:09

Objective:

Reporting on Trust Balance per month

Environment:

Clio Manage

Additional Information:

Answer:

If a Date Range is utilized you will only see transactions within that range accounted for. Therefore, you would have to Generate a Trust Listing Report for a Custom Date Range of the beginning of time to the specified Month.