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