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KCS - Where Do I Record Office Expenses/Accounts Payable?

Objective:

  • Use Clio for office management in addition to practice management

Environment:

  • Clio Web App

Additional Information:

  • This is a workaround workflow
  • Create a Contact and a Matter and use these to track Office Expenses/Accounts Payable

Answer:

  1. Create the office as a Contact in Clio
  2. Add a Matter linked to the office Contact
  3. Mark the Matter as non-billable
  4. Enter Expenses for the office overhead costs or accounts payable
  5. Optionally, upload the invoices for the accounts payable to the Matter's Documents
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