KCS - Incorrect Date Being Applied When Transferring Funds

Issue:

  • Date field inverted when transferring funds when using DD/MM/YYYY Date Format

Environment:

  • Clio Web App

Additional Information:

Affects both fund transfers both Between bank accounts and Between matters

Cause:

When Clio's Date Format is set to DD/MM/YYYY Clio attempts to save the date of the transfer as the month, and the month of the transfer as the day. If the date is larger than the 13th, the transaction is saved using today's date.

Workaround:

  1. Switch the Date Format from DD/MM/YYYY to YYYY-MM-DD then record the Transaction
  2. Click on the New Clio toggle at the top-right to switch back to the previous version of Clio

 

 

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