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Can You Tell When A Bank Account Was Created In Clio?

Question:

  • How can I tell when a Bank Account was created in Clio?

Environment:

  • Clio Manage

Additional Information:

  • The best option is to go off of the date the first transaction was entered or the date the opening balance was entered (if applicable) in Clio.

Answer:

Not at this time.

 

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