Collect eCheck and card payments directly through Clio. Find out how.

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


  • 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?


  • Clio Manage
  • Transactions 

Additional Information:



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