KCS - How To Set an Account to Default

Objective:

  • Updating an Account  

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  1. Select Accounts
  2. Select Edit below the Account that you would like to update 
  3. Scroll down 
  4. Check off the box Default Account 
  5. Select Update Bank Account 

 

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