You can ask for help with your ledger, from posting a journal entry to generating a financial statement. If your firm uses Clio Accounting, you can ask for these things from anywhere in Clio. In the top right, click the Clio icon in your header bar to open the prompt panel, or ask in a Clio Work conversation. You can also use the prompt box at the top of the Today page. Then use natural language to describe what you want.
This article provides suggested prompts, and links to the manual steps so you can see how your accounts and entries are organized.
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Tip: Your reports are only as reliable as your chart of accounts. Each section links to the manual steps so you can see how accounts, entries, and reports fit together.
Post journal entries
Ask for a journal entry to adjust your books. Clio shows you each debit and credit line before it posts the entry, and the entry must balance.
- Post entry example: Reclassify $500 from Office Supplies to Software Subscriptions with a journal entry dated today.
- Post entry with detail example: Post a journal entry dated September 30 that debits Prepaid Insurance for $1,200 and credits the operating account for $1,200, with the description "Annual policy."
Important: Journal entries are meant for adjustments such as correcting an error. If your books do not balance, find out why before you create an entry. See the manual article below to learn more.
Clio asks for your approval before it creates or changes anything in your accounting records. You can approve once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To understand when to use a journal entry, and how entries synced from Clio Manage differ from entries you create yourself, see Manage Accounts and Journal Entries.
Complete related tasks manually
- Delete a journal entry: Remove an entry you created manually.
- View transactions: See the details, breakdown, and activity for a transaction.
- Reconcile accounts: Match your ledger to your bank statements.
Add and update accounts
Ask for an account to be added to your chart of accounts, renamed, moved under another account, or made active or inactive.
- Add account example: Add an expense account named Software Subscriptions under Office Expenses with the next available code.
- Make inactive example: Make the account Old Marketing inactive.
Clio asks for your approval before it creates or changes anything in your accounting records. You can approve once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To see how your chart of accounts is structured, and what each account type means, see Set up Chart of Accounts and Manage Accounts and Journal Entries.
Complete related tasks manually
- Make accounts active or inactive: Control which accounts appear in your lists.
- Import your chart of accounts from a CSV file: Bring in an existing chart of accounts.
Generate financial statements
Ask for a balance sheet, a profit and loss statement (income statement), or a general ledger, on a cash or accrual basis. Clio gives you a link to download the report.
- Balance sheet example: Generate a balance sheet as of September 30 on an accrual basis.
- Profit and loss example: Generate the profit and loss statement for last quarter on a cash basis.
- General ledger example: Generate the general ledger for January through March.
To understand what each report shows and how to read it, see Accounting Standard Reports.
Complete related tasks manually
- Trial balance report: Check that your debits and credits balance.
- Cash flow statement report: See where your cash came from and went.
- Reconciliation report: Review a completed reconciliation.
- Vendor expenses report: See what you spent with each vendor.
Up next
- Enter Vendor Bills and Operating Expenses using Clio's AI features: Enter and pay vendor bills, and record operating expenses.
- Operating and Trust Reconciliation: Reconcile your operating and trust accounts.