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Unable to Select a Destination When Trying to Record a Bill Payment


  • No destination options within the Bill Payment page


  • Clio Manage

Additional Information:



You have not yet created an Operating account in Clio.


  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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