How to Disburse Funds From the Operating Account

Objective:

• Return Funds to a Client from the Operating Account
• Negative balance transaction
• Record refund from operating account

Environment:

• Clio Manage

Procedure:

1. Go to the Client or Matter (depending on where you added the funds)
2. Click on the Transactions sub-tab
3. Click the New Transaction button on the right
4. Enter a negative amount for what you'd like to disburse (ex. -100)
5. Click Record Transaction