This article may be out of date!
Visit the New Knowledge Center

How To Input Expenses Deducted Directly from Trust


  • Accounting for Expenses from Trust 


  • Clio Manage

Additional Information:



  1. Open the Client or Matter depending on where the funds are allocated 
  2. Select the Transaction Tab 
  3. Ensure the Ledger is set to Trust 
  4. Select Disburse Funds 
  5. Input the relevant fields. The Source/Recipient field recipient appears on the ledger 
  6. Select Record Transaction 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality