Objective:
- To determine if Clio will automatically Reconcile Accounts.
- Reconcile Accounts
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Client and Trust 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.
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At present, the current workaround is as follows:
- 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
2. How to Generate a Bank Account Activity Report
Tick the following: Trust 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