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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:



An Operating Account has not yet been created


  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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