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:
- Go to either the main Accounts, Client, or Matter
- In the dropdown menu, choose Operating Account
- Click New Transaction
- Add a negative amount
- Add any other details you want/need
- Click Record Transaction
- Next Go to Accounts
- Select the target Operating Account
- Click New Transaction
- Add a positive amount
- Add any other details you want/need
- Click Record Transaction