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How Do I View The Transaction History On A Matter?

Objective:

  • To view all transactions related to a Matter.

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

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