KCS - When Entering a Transaction in a Matter/Client, do I Need to fill in the Client or Matter Fields?

Objective:

  • In a Client's Matter or Contact card, is it necessary to populate the Client or Matter fields when adding a New Transaction or Disbursement to ensure the Transaction is saved to the proper account?

Environment:

  • Clio Web App 
  • Transactions 

Additional Information:

n/a

Answer:

  • It is not necessary to populate the Matter and Client filed. It will automatically be applied to the account you have open. 
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