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