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There is no Operating Account in the Drop Down for Source when Paying a Trust Request

Objective:

  • To determine why the Trust Request doesn't have all Source Account options
  • Can I pay my Trust Request into an Operating 

Environment:

  • Clio Manage

Additional Information:

  • Trust Requests cannot be paid into an Operating account

Procedure: 

When paying a Trust Request, the only bank accounts that will show in the Payment Source field are existing Trust Accounts you have created in Clio. 

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