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.