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Can I Run a Report to Show the Payment Type Entered on a New Transaction?

Objective:

  • A way to print out a listing of my trust transactions that includes payment type.
  • Is there a way to include payment type in a transaction list that doesn't requiring editing and printing every transaction? 
  • Is there a Report showing Transactions "Payment Type" Field?
  • Report on Cash, Cheque, e-Transfer payment types

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. 

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