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How to Disburse Funds from an Operating Account


  • Return Funds to a Client from the Operating Account


  • Clio Manage

Additional Information:



  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


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