Objective:

To determine if Clio will automatically Reconcile Accounts.
Reconcile Accounts
Client and Trust Accounts
Office and Operating Accounts
Reports
Three-Way Client/Trust Accounting
Xero Accounting
QuickBooks Online Account

Environment:

Clio Manage

Additional Information:

This form of Report can also be run through Xero (Reconcile your bank account) and QuickBooks Online (Reconcile your accounts).

Answer:

No, not at this time.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

At present, the current workaround is as follows:

How to Generate a Trust (Client) Listing Report

Uncheck Show clients with zero balance
Select the button for All Clients
Select Practice Area: All
Select Date Range: Custom: Leave the start date blank, and set the end date as the date of your statement
Output Format: CSV
Click Generate Report

Please note option 2 can be used for both Trust/Client and Office/Operating Accounts.

2. How to Generate a Bank Account Activity Report

Tick the following: Trust or Office Accounts:

Select Specific Account, and choose the correct account
Select Practice Area: All
Select Date Range: Last Month (unless your bank statement doesn’t run with the calendar month, in which you’ll select “Custom” and enter the same dates as your bank statement)
Check the box for Include Opening Balance
Do not check the box for Display Matter to Matter Transfer Transactions
Output Format: CSV