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Do Trust Requests Sync Over To Xero?

Objective

  • To determine if Trust Requests transfer over to Xero
  • To determine if Trust Bills sync over to Xero

Environment:

  • Manage
  • Xero

Additional Information:

  • n/a

Answer:

No, only Revenue bills will sync as invoices to Xero. Clio will only sync over the Trust Account transactions if it is set up, but not Trust Requests.

 

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