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Can I Filter My Accounts Transactions?


  • 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


  • Clio Manage

Additional Information:



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


  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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