Objective:
- Locate bank account information
Environment:
- Clio Manage
Additional Information:
- For more information regarding bank accounts in Clio, please click here.
Answer:
To view a bank account's details in Clio please use the following steps:
- Click on the Accounts tab located in the main menu.
- Select the appropriate account name displayed in the Account name column.
- Click the arrow located to the right of Details.