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Issue: Changes Are Not Retained When Editing a Secure Payment


When attempting to edit a Secure Payment made in Clio Payments, it does not transfer the funds over into the selected Client and Matter


  • Clio Manage

Additional Information:



Not yet diagnosed


If the funds are in the main Trust Account, do a manual transfer from the main Trust Account into the Client/Matter account by applying a negative transaction, on the main Trust Account, and applying a positive transaction in the Client/Matter level account.

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