Objective:

• How do I Remove Funds From Operating Account and add it to another Operating Account?
• How do I Transfer Trust Funds Between Clients?
• How to Transfer Payment between Contacts?
• How to move Funds from one Contact to another.

Environment:

• Clio Manage

Additional Information:

• This is not recommended to customers as it is very cumbersome, time-consuming and should be left to a Full-suite back-end accounting software.
• If this is a Trust Balance please refer to this article: How do I Transfer Trust Funds Between Clients?

Procedure:

1. Go to either the main Accounts, Client, or Matter
2. In the dropdown menu, choose Operating Account
3. Click New Transaction
4. Add a negative amount
5. Add any other details you want/need
6. Click Record Transaction
7. Next Go to Accounts
8. Select the target Operating Account
9. Click New Transaction
10. Add a positive amount
11. Add any other details you want/need
12. Click Record Transaction