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When I Share a Bill, Can I Set the Default Account that Payments go Into?

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. 

 

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