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:

• You may also need to Edit Your Firm's Default Currency Account Setting if you're seeing anything other than numbers appear in Financial Reports as the currency listed here will impact the results.

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