- To view all transactions related to a Matter.
- Clio Manage
- Click on Matters Tab in the main toolbar on the lefthand side of page.
- Select and Open preferred Matter.
- Navigate to and Select the Transactions Tab on the Matter Dashboard.
- Under the Transactions heading, Select one of the three options in the drop-down menu: Operating, Trust or IOLTA.
- View all transaction related to the Matter under the selected account type.