Question:

• To determine if all Bill Payments can default into 1 specific Operating account
• Can I set Trust Payments up to be deposited into my default Trust account
• I have multiple bank accounts and I want to set a default bank for the drop down menu when sharing bills

Environment:

• Clio Manage

Additional Information:

• Bank Accounts are displayed alphabetically in the drop down menu

Answer:

No, not at this time. A bank account will need to be selected each time a Bill or Trust Request is shared.