Objective:

What is the Monthly Statement Report?
What is the monthly statement report used for?
What Information is available on the monthly statement report?

Environment:

Clio Manage

Additional Information:

Click here for steps on how to generate the Monthly Statement report.

Answer:

The monthly statement report provides an overview of all payments activity across all accounts and is useful for bookkeeping and tax purposes. You can think of this like a monthly bank statement for Online Payments.

The report will include totals for charges, fees, refunds, voids, chargebacks, direct debits, payouts, and the detailed transactions that make up those totals.