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Is the Detailed Statement of Account Historical?

September 10, 2021 18:52

Objective:

To understand if it's possible to show the Detailed Statement of Account on bills as a snapshot from a specific time period.

Environment:

Clio Manage

Additional Information:

Answer:

No, at this time the Detailed Statement of Account is dynamic and will always be up to date with current information. If you would like to see this feature added, please don't hesitate to let us know by phone at 1-888-858-2546 x2, by email at support@clio.com, or via in-app Chat.