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.