2017

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KCS - How to add Funds to a Clients Operating Account Balance

Objective:

  • Record Operating Funds for a Client/Matter in the Operating Account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Client/Matter details page
  2. Click the Transactions subtab
  3. Click the Drop-Down Menu
  4. Ensure the Operating account is selected
  5. Click New Transaction
  6. Enter the Funds in the Amount field
  7. Fill out other fields as needed
  8. Record Transaction
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