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What Does 'Approve and Apply Trust' Do?

Objective:

  • Automatically apply Trust on Invoice
  • Transfer Trust to new Bills

Environment:

  • Clio Manage

Additional Information:

The Approve and Apply trust feature is only available on the Essentials, Advanced and Complete plans.

  • When clicking Approve and Apply Trust to a Bill that does not have any Trust Funds available, the Bill will only be Approved.
  • When clicking Approve and Apply Trust to a Bill, Clio will record payment from both Matter level trust and Client level trust funds. First the Matter level trust will be exhausted and then if there i still outstanding balance, then Client level trust will be applied.
  • For steps on how to do Approve and Apply Trust for a single Bill, click here
  • For steps on how to do Approve and Apply Trust in Bulk, click here

Answer:

Clicking the Approve and Apply Trust option will approve the Draft Bill and automatically apply any balance in Trust that the Client has to the Bill.

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