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Why is my Default Operating Account not Coming up when I Record Payment on a Bill?

Issue:

  • Specified a Default Operating Account in the Account Edit screen. The Record Payment screen shows a different Operating account in the Destination field

Environment:

  • Clio Manage

Additional Information:

Users can set a Default Trust or Operating Account in Clio. However, this Default Setting determines the Account that first shows up when viewing the Transactions Ledger in the Matters or Contacts screen. The Default Bank Account does not change the Destination Account

Cause:

The Destination field populates with the first operating account in order alphabetically. Upper cased will also return higher than lowercased letter. 

Resolution:

Option 1

Click into the Destination menu and select the appropriate account for each Bill Payment

Option 2

Rename your Bank Accounts so that the correct account is first alphabetically; if you have an old account, you can put brackets around its name so that it is put at the bottom of the list

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