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How to Apply Trust Funds in Bulk

Objective:

  • Record Payment from IOLTA on multiple Bills at one time 
  • Use the COLTAF to pay or partially pay many Bills at once
  • How to Approve and Apply Trust

Environment:

  • Clio Manage

Additional Information:

  • This feature is available for Boutique and higher pricing plans
  • This action can only be performed with Draft or Pending Approval Bills 

Procedure:

  1. Click on Bills in the navigation menu
  2. Click into Draft, Pending Approval or Awaiting Payment
  3. Either click the check box on the upper left to select all, or individually check the boxes to the left of specific invoices
  4. Click the down arrow next to Submit for Approval (Draft state), Approve (Pending Approval state), Share, (Awaiting Payment state)
  5. Select Approve & Apply Trust if the bills are in Draft or Pending state, or select Apply Trust if they are in Awaiting Payment State.
  6. Choose the Destination Account
  7. Select Approve & Apply Trust
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