KCS - How to Edit the Opening Balance of a Bank Account

Objective:

  • Change Opening Balance of an account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click on Accounts
  2. Click into the Account the opening balance needs to be changed in
  3. Navigate to the "Starting Balance" Transaction (the first transaction added)
  4. Click Edit
  5. Fill out the Amount
  6. Click Save Transaction

 

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