This video shows an overview of the Clio Operate finance configuration, presented by Aaron on the 8th of November, 2023. The key concepts are defined before you are shown how to configure the Chart of Accounts and Payments. Further configuration is demonstrated by tying everything up in a Budget configuration.

00:00 Agenda
01:12 Key concepts
03:34 Configuration overview
05:52 Chart of Accounts configuration
15:16 Payments configuration
35:45 Budget configuration
01:02:00 Summary

This training video, recorded on the 23rd of February 2022 and presented by Ben (a Clio Operate founder), introduces Clio Operate's finance configuration. The session describes key concepts, chart of accounts, case ledger, budgets, account adjustments, payments, invoices, and invoice payments and plans.