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Don't See Description of My Transactions When Looking in Accounts or Transactions Tab of a Matter / Client

Objective:

  • Cannot see Description for my transactions
  • Why can't I see the description for my transactions in Accounts?
  • Description Column missing in bank transactions
  • Can't see description in Trust Ledger

Environment:

  • Clio Manage

Additional Information:

  • Description Column is not set to be visible

Answer:

  1. Click Columns on the right hand side
  2. Click the checkbox next to Description
  3. You might need to expand the Description Column by clicking and dragging it's border to the right in order to see the full description
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