KCS - How to Turn Off The Operating Account On Bills

Objective:

  • I can see all the Transactions on my client's account. How do I turn this off?
  • Why can I see all of the transactions on the Bill?

Environment:

  • Clio Web App
  • Settings > Billing > Bill Themes
  • Bills

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing > Bill Themes
  3. Select the Bill Theme
  4. Click Statements of Account
  5. Select Client Account
  6. Click Hidden

 

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