Ignoring Clio Payments

Overview

This tutorial will walk you through the steps to ignore Clio payments into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Ignore Clio Deposits link under the Deposits section.

3. Select the box next to the deposits you want to ignore. You can select all deposits on this page by clicking the box next to deposit. 

4. Click the green "Ignore Selected Deposits" button.