- Does the Firm Feed create records for Transactions?
- Is there a report to see who entered trust transactions?
- Can I see who made a Payment on Bills and Trust Requests?
- Clio Manage
For Bills and Trust Requests:
- Open the matter
- Scroll down to view the Timeline on the bottom right corner
- On the Timeline, you will see which user received a payment on a Bill/Trust Request
For New Trust Transactions:
No, there is no way to show which user created a New Transaction in Trust. Please contact Support to vote for this feature.