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How Do I Record Payment for a Secondary Operating Account?

Objective:

  • To determine the process on recording payments to Operating Accounts. 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Bill
  2. Select Record Payment
  3. Click Destination (at the top left) and select the appropriate Operating Account
  4. Fill in the Payment amount
  5. Click Record Payment

 

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