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How to Show or Hide Columns in the Accounts Page

Objective:

  • Why can't I see the actions column in the Accounts page?
  • Why can't I see any delete or edit buttons on the accounts page?
  • How to edit or delete a manual trust transaction?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Go to the Accounts tab 
  2. Click Edit by the relevant bank account
  3. Click Columns towards the top right corner of the page
  4. Ensure Actions checkbox is checked

Depending on the column width, you may have to scroll horizontally to see all columns. 

 

 

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