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How do I Remove Funds From Operating Account

Objective:

  • How To Add A Negative Amount In Operating

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to either the main Accounts, Client, or Matter
  2. In the dropdown menu, choose Operating Account
  3. Click New Transaction
  4. Add a negative amount
  5. Add any other details you want/need
  6. Click Record Transaction

 

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