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Where Can I View Bank Account Details in Clio Manage?

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:

  1. Click on the Accounts tab located in the main menu.
  2. Select the appropriate account name displayed in the Account name column.
  3. Click the arrow located to the right of Details.
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