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

Issue:

• No destination options within the Bill Payment page

Environment:

• Clio Manage

Additional Information:

n/a

Cause:

You have not yet created an Operating account in Clio.

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