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What Is the Ledger Report?

Objective:

  • What Is the Ledger Report?
  • What is the Ledger Report used for?

Environment:

  • Clio Manage

Additional Information:

  • Click here for steps on how to generate the ledger report.

Answer:

The ledger report is meant to show Clio users a detailed view of all transactions within their accounts in relation to the type of transaction(charge, fee, refund, dispute, payout) and the status of the transaction(Authorized, completed, failed, disputed, dispute won, dispute lost, voided, refunded) within Clio.

 

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