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Are the Totals of Approved Bill Reflected in an Operating Account as a Negative Amount?

Objective:

  • Balancing bank accounts in Clio

Environment:

  • Clio Manage

Additional Information:

Answer:

Currently, this is not a feature in Clio. Only recorded payments on bills are reflected in Operating Accounts in Clio, and they will show as a positive amount as funds received. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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