KCS - How do I Prevent Bill Payments from Syncing to Xero?

Objective:

  • Stop syncing payments to Xero

Environment:

  • Clio Web App

Additional Information:

This settings may be preferable for your accountant as it allows for a greater control over coding payments in Xero.

Procedure:

  1. Go to Settings
  2. Select Bill Syncing
  3. Choose Xero
  4. In the field "Match Clio payments to Xero bank account," select None
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