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KCS - I Can't Make a Negative Trust Transaction in New Clio

Issue:

  • Wants to show funds/money leaving the Trust Account

Environment:

  • Clio Web App

Additional Information:

For information on how to disburse funds from Trust click here.

Cause:

This functionality was removed because it is not best practice to make a negative accounting transaction.

Resolution:

  1. Disburse the Trust funds instead

 

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