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How to Record a Reimbursement to Yourself

Objective:

  • 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. 

Environment:

  • Clio Web Apps
  • Trust Accounting

Additional Information:

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.

Procedure:

  1. Record a regular Expense in Clio to document the fee
  2. Create a Bill for the Expense
  3. Record Payment on the Bill as you would for any other Clio Bill
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