Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Can I Find Who Created or Edited a Transaction?

Objective:

  • 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?

Environment:

  • Clio Manage

Answer:

Yes.

For Bills and Trust Requests:

  1. Open the matter
  2. Scroll down to view the Timeline on the bottom right corner
  3. 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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality