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Does Clio Have Account Reconciliation?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

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:

  1. 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

   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

 

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