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Clio

Started by Xero API -   in Add-on Reviews |Invoicing + Jobs

2 out of 5 stars
 
Based on 2 user ratings
If you are a user of Xero and Clio, tell us how you are getting on and your experience so far. Any tips?

About Clio


Practice management, time & billing and client collaboration for small to mid-sized law firms. Simplified practice management & accounting with Clio and Xero. For more information, check out Clio.

Tip

Remember if you have questions or need assistance with Clio, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, get in touch with Clio or this page for information on connecting Clio to Xero.

Xero can't add client expenses to an invoice which makes it pretty much useless for anyone who uses CLIO.
 

Jamie Gorton  

We're using Clio for billing, and Xero for accounting, which may not be the best way to go about things.

I'd like to be able to quickly split an incoming payment across multiple accounts (trust, business, and filing fees).
 

Christopher Moore  

@Christopher, this is a Review thread for Clio and you’re only able to post once on here. If you’d like to continue this discussion, you’d be best to post this in Using Xero Add-Ons so the right users can help you out. In the meantime, I’m sure Clio would appreciate a review from you on here. Thanks.
 

Matt O (Community Manager)  

We have one client that uses Clio to invoice. The invoices sync over very well, but payments do not sync. We also need to use track codes according to which partner brought in the business. The client has determined the codes in Clio using the Client Reference Number, but these do not sync either. As far as client expenses on an invoice, they enter those in Clio, and then they sync into the COS account. So that works for them. Fixing those items that don't sync would be a great improvement! For now, we just use a workaround.
 

Jenny Reed