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How Do I Export Transactions from a Matter?

Objective:

  • Export Transactions from a specific Matter to a PDF
  • Export Transactions to a CSV
  • View all Transactions on one Document
  • Operating Account
  • Trust Account

Environment:

  • Clio Manage

Additional Information:

 For further information on Exporting all Transactions, please see the following: How Do I Export Transactions In Clio? 

Procedure:

  1. Go to Matters
  2. Locate the required Matter
  3. Click the Transactions sub tab
  4. Select the required Account (Operating/Trust(Client))
  5. Scroll to the bottom of the page
  6. Press Export
  7. Select the required column layout (ie: Portrait or Landscape)
  8. Press Export

 

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