2017

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KCS - Disburse Retainer Funds from an Operating Account

Objective:

  • Return Funds to a Client from the Operating Account

Environment:

  • Clio Web App

Additional Information:

n/a

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

 

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