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.