KCS - Where do I Enter the Sort Code When Creating a Bank Account?

Objective:

  • Where do I Enter the Sort Code When Creating a Bank Account in Clio?
  • Is there a place for the Sort code in Clio?
  • I live in Ireland, where do I enter the Sort Code?
  • I live in the UK, where do I enter the Sort Code?

Environment:

  • Clio Web App EU

Additional Information:

For more information on what a Sort Code is, click here

Answer:

Clio does not have a specific field for the Sort Code. However, the Sort Code and the Transit Number are essentially the same thing, so you can enter the information in the Transit Number field.

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