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How Do I Transfer Funds Between Two Operating Accounts?

Objective:

  • How do I Remove Funds From Operating Account and add it to another Operating Account

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.

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

 

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