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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:

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. Go to the main Accounts tab
  2. Select the required Account (Trust or Operating)
  3. Scroll down the page
  4. Go to the Currency text box
  5. Enter in Currency
  6. Press Update Bank Account

 

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