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If I Add a New Bank Transaction Under the Transactions Tab, Does it Automatically Apply it to a Bill?

Objective:

  • If I record a new Transaction in the Client/Matter's Operating or Trust Account, will it automatically apply it to the Bills?

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to record a Bill payment, click here.

 

Answer:

No, not at this time. In order to apply the credit in the Clients Operating or Trust Account you would have to record a payment on a Bill. 

 

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