Issue:
When attempting to edit a Secure Payment made in Clio Payments, it does not transfer the funds over into the selected Client and Matter
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
Not yet diagnosed
Workaround:
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.