Objective:

• How to Bring Over a Negative Trust Balance from other programs 

Environment:

• Clio Manage

Additional Information:

KCS - How to Add Trust Funds to a Client
KCS - How to Disburse Trust Funds 

Answer:

1) Add a Transactions of a larger number than the outstanding amount

2) Add a disbursement of the owed(negative) amount

3) Delete the Transaction of the outstanding amount.