Introducing The Law Community, the online community just for Clio customers. Sign up now.

Where Can I Enter a Reference # For Transfer Transactions?

Objective:

  • Where do I put a check number for a transfer of funds? 

Environment:

  • Clio Manage

Additional Information:

  • The Transfer Funds modal does not include a "Reference" field at this time

Answer:

You can enter a reference number in the Description field.

 

 

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