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How Do I Find Payments by Payment Amount in Clio?

Objective:

  • Locate account transactions by amount recorded

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Accounts (on the left)
  2. Click on the name of the account where the transaction occurred
  3. Press and hold Ctrl and F on your keyboard (Command and F on Mac)
  4. Type in the amount you are searching
  5. You may need to click next page at the bottom if you have multiple pages of transactions.  Then search again.
  6. Alternatively, you can click the Export button at the bottom
  7. Select CSV export format
  8. Click Export
  9. Highlight the table sort the Funds In column

 

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