Chart of Accounts - Clio Operate

Configuring your Chart of Accounts

We support a flexible chart of accounts in which you can configure multiple segments for both budgetary and transactional reporting purposes. The chart of...

First posted: April 21st, 2022 1812 views 1 likes
Case Ledger

Account Transaction States and Postings In Financial transaction work types such as Payments, Invoices and the like will be managed through their Phases like...

First posted: April 21st, 2022 1506 views 0 likes
Account Adjustments

With the introduction of our new charts of accounts and transaction posting model it is inevitable that from time to time account balances are...

First posted: April 21st, 2022 889 views 0 likes