Objective:

• Approve and apply funds from operating account at once
• Approve ad apply funds from the operating account before trust account
• Approve and pay bill using available funds in Client's operating account
• Approve and pay bill using available funds in Matter's operating account

Environment:

• Clio Manage

Additional Information:

• To pay a Bill using operating funds see here. 

Answer:

• No, you can only approve and apply funds from Trust accounts in one step.