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Why Doesn't the Running Balance Appear on the Transactions Export When Exporting to CSV?

Objective:

  • Running balance doesn't show in the Transactions Export when exporting to CSV format
  • Running balance doesn't appear in CSV when exporting bank account transactions 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The running balance is only included on the Web and PDF export currently. Please contact Support to vote for this feature. 

 

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