- How do I record a fee paid with my personal credit card, on behalf of my client, and reimbursed with trust funds?
- How to document a 3rd party expense paid by the Firm, for the client, that needs to be reimbursed.
- Clio Manage
- Trust Accounting
Treat yourself as a 3rd party vendor and create a Clio Expense, noting in the Description that this was paid to yourself, and the reason for this.
- Record a regular Expense in Clio to document the fee
- Create a Bill for the Expense
- Record Payment on the Bill as you would for any other Clio Bill