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Can I Filter My Accounts Transactions?

Objective:

  • to determine if filtering is available on the Accounts tab
  • Filter Accounts by date range
  • Filter Transactions by date range.
  • Is it possible to filter transactions by date

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Matter 
  2. Click Transactions 
  3. input the relevant date range at the top of the screen 
  4. Review your data 

OR:

  1. Go to Accounts
  2. Click on the appropriate account
  3. Input the relevant date range at the top of the screen
  4. Review the data

 

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