Earn up to $250 in gift cards this summer. Find out how.

What Is the Transaction Report?

Objective:

  • What Is the Transaction Report?
  • What information does the transaction report show?

Environment:

  • Clio Manage

Additional Information:

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

Answer:

This report provides detailed transaction data for all accounts (or selected accounts) for a set time period and is specifically useful for showing the charges and fees related to each transaction.

In comparison to the ledger report, the transaction report shows the net amount received(Payment amount - fees). 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality