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Can Trust Funds Automatically be Applied to Bills?

Objective:

  • Have Trust Funds applied to Bills automatically

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to approve and apply Trust onto a single Bill, please click here

Answer:

No, not at this time. Payments from Trust would not be automatically applied to Bills. If you would like to add your vote to this feature request please contact Support at support@clio.com, by Live Chat or by Phone at 1-888-858-2546 ext 2. 

 

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