Everything you need to know about Bank Details
Store and manage bank account information securely against ODS entities
Please fill out the contact form below and we will reply as soon as possible.
Clio Operate Knowledge Base
Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.
Store and manage bank account information securely against ODS entities, that is, people and organisations.
Articles
-
-
Configure Bank Details
Permissions Three permissions control access to bank details. All sit under the Finance category in global permissions. These permissions are available ...
-
Working with Bank Details
This section describes how bank details work for end users once aspects are configured. Bank Details on an ODS record Users with the Create permission c...