Objective:
- Transfer retainer funds from Operating to Trust
- Can I move payments from operating to trust
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Open the desired Contact's page
- Go to the Transactions subtab
- Select the Account where the funds are currently located from the drop-down menu on the left (your Operating Account)
- Select Transfer Funds
- Make sure that 'Between Bank Accounts' is selected
- As the Source of the Transfer, select the Clients Operating Balance
- As the Destination, select the Client's Trust Account
- Click on Record Transfer