Objective:
- Transfer disbursement from client to matter level trust
- Transfer disbursement from matter to client level
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Go to the client page
- Click the Transactions tab at the top
- Choose the Trust account from the dropdown (beside the date range on the left)
- Click Edit under the Actions column for the Disbursement transaction
- Add/remove the matter in the Matter dropdown (depending on whether you would like to show the disbursement under the matter or the client)
- Click Save transaction