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How Do I Edit the Currency on My Trust and Operating Accounts?

Objective:

  • Currency
  • Trust Account
  • Operating Account
  • Edit Bank Account
  • Update Settings
  • "United States" in Balance Column of Reports
  • Country Appears in Summary Column

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click Accounts (on the left)
  2. Click Edit beside the account name
  3. Scroll down the page
  4. Under the Currency dropdown, select the currency
  5. Press Update Bank Account

 

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