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:
- Go to the Matter
- Click Transactions
- input the relevant date range at the top of the screen
- Review your data
OR:
- Go to Accounts
- Click on the appropriate account
- Input the relevant date range at the top of the screen
- Review the data