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KCS - How to Balance my Accounts


  • Balancing my account


  • Clio Web App 

Additional Information:



To open your Clio Operating Account, and withdraw funds in order to balance your account, complete the following steps: 

    1. Select Accounts
    2. Select the specific account you would like to withdraw funds from 
    3. Select New Transaction 
    4. Enter the amount you would like withdraw in the Amount field with a negative
    5. In the Description, include a note explaining the withdrawal
    6. Leave the Client and Matter fields blank 
    7. Select Record Transaction 


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