Objective:
- Record Operating Funds for a Client/Matter in the Operating Account
- Record pre-payment
- Add New Transaction to Operating Account
Environment:
- Clio Manage
Additional Information:
- UK Users: Please note, Clio Account Reconciliation features enable UK lawyers to operate under the requirements of Solicitors Regulations Authority in England and Wales
Procedure:
- Go to the Client/Matter details page
- Click the Transactions subtab
- Click the Drop-Down Menu
- Ensure the Operating account is selected
- Click New Transaction
- Enter the Funds in the Amount field
- Fill out other fields as needed
- Record Transaction