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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 Manage

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
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