Objective:
- Will funds initially recorded with Clio Payments to the Trust account automatically move to my Operating account when I record payment with those Trust Funds to a Bill?
- Does transferring funds in Clio affect my real bank account?
Environment:
- Clio Manage
Additional Information:
Bank account info entered in Clio when creating an account is for reference only, Clio does not connect to your bank or move funds between your actual bank accounts.
Answer:
No, recording a payment from Trust in Clio will not move funds in your bank account.