KCS - How To Input Expenses Deducted Directly from Trust

Objective:

  • Accounting for Expenses from Trust 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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 

 

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