Objective:
- Accounting for Expenses from Trust
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Open the Client or Matter depending on where the funds are allocated
- Select the Transaction Tab
- Ensure the Ledger is set to Trust
- Select Disburse Funds
- Input the relevant fields. The Source/Recipient field recipient appears on the ledger
- Select Record Transaction