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Can I Charge Firm Bills to the Operating Account in Clio?

Objective:

  • Adding Firm Expenses to the Operating Account within Clio
  • Charging Firm Expenses to the Operating Account
  • Entering Firm Costs into the Operating Account
  • Firm Account Costs  or Overheads

Environment:

  • Clio Manage

Additional Information:

  • Entering Company or Firm overhead expenses into Clio
  • For more information on how to create under Matters, click here.

Answer:

No, unfortunately Clio does not have the accounting functionality to apply Firm expenses to the Operating Account. Expenses can only be created within Matters associated with a client.

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