KCS - Unable to Select a Destination when Trying to Record a Bill Payment

Issue:

  • No Destination options within the Bill Payment page

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

An Operating Account has not yet been created

Resolution:

  1. Navigate to the Accounts tab
  2. Select the blue New button
  3. Select the appropriate account type from the "Type" drop-down menu
  4. Input the account name
  5. Populate the other fields(optional)
  6. Select Create New Bank Account

 

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