Objective:
- Locating account funds in Operating or Trust
- Unlinked Transactions
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Select the Accounts tab on the black bar
- Open the Account in question
- Select the Matter header column to sort your Matters
- Funds without a Matter or Client will display at the top of the page with no information within the Contact or Matter field