Clio Accounts
Videos
Articles
- Can I See Total Funds Paid by a Client in the Matter Transactions Sub-tab?
- How to Add Funds to a Client's Operating Account Balance
- Where Can I See the Reference Number of a Bill Payment?
- How to View the Operating Account Ledger for a Matter
- How to Delete a Bank Account
- How to Print All Transactions For All Clients or For a Specific Client
- Video: How to Create Accounts in Clio
- How to Apply a Credit to a Client to be Held in the Operating Account
- How to Disburse Funds From the Operating Account
- How Do I Find My Escrow Balance?
- Why Can't I See the Transactions Subtab Within a Matter in Clio Manage?
- Where do I Enter Business Expenses?
- How to Balance my Operating Accounts
- Can I Apply a Discount or a Credit to the Total AR of a Client?
- Is it Possible to use PayPal to Pay for my Clio Subscription?
- My Clio Accounts don't Match my Real Life Accounts
- What is the dropdown menu in the Transaction subtab of a Matter?
- Managing Accounts - Creating, Editing, and Deleting
- Managing Account Transactions - Recording, Editing and Deleting Transactions
- Can I See Firm Wide Bank Account Activity
- How to Transfer Funds Between Bank Accounts
- How to Transfer Funds from Client Level to Matter Level
- Can I Change the Name of the Operating Account?
- Issue: Transaction Date Sort Order is Wrong
- How to Refund an Overpayment
- Do We Have to Put Our Bank Account Information into Clio?
- How to Create a Bank Account
- Why is my Default Operating Account not Coming up when I Record Payment on a Bill?
- When Entering a Transaction in a Matter/Client, do I Need to fill in the Client or Matter Fields?
- Can I Link My Bank to Clio to Receive Client Payments?