KCS - Why Do I Need to Create a Ledger/Account in Clio?

Objective:

  • Resolve an issue with recording Bill Payments in Clio
  • Understand the rationale for a Clio requirement in the billing workflow

Environment:

  • Clio Web App

Additional Information:

Answer:

  • Clio requires a place in the database to record information on funds received as fees earned, which then affects various reports and balances in Clio
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