KCS - Can Clio Allocate Funds Towards Expenses First?

Objective:

  • Pay expense charges first 
  • Allocating funds 

Environment:

  • Clio Web App

Additional Information:

  • If you would like to add a vote towards this feature please contact Clio Support at Support@Clio.com or call 1-888-858-2546 x2. 

Answer:

  • No, not at the current time. Clio does not apply Bill Payments to expenses first. Instead, when you generate a report, Clio will distribute payments across the Line Items of each partially paid Bill.
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