(1) All reports are on client level. No matter report available. (2) No report by practice area. (3) Reports with useful info also provide bunch of unnecessary stuff you cannot filter out. You can hide columns but not filter- pointless. (4) all pmts processed in Clio are recorded to one and the same GL in QBO. No division by practice area. (5) reversals done in Clio are not reflected in QBO. Only deposits. If not careful you end up with duplicate deposits. (6) Hard Cost have to be entered in Clio and then again in QBO. (7) AR is migrated to CLIO as expense. Able to change it to fees in CLIO but payments received for those ARs won’t be reported as services in QBO. (have to reclassify manually... Fun) (8)Trust Reconciliation cannot be adjusted. have to void all and start all over. All trust in Clio. (9) unable to control online payments. Clio posts within 24hrs, even on a weekend, before you can even see it pending in the bank. Not able to set cut off time. Throw off daily deposits. (10) deposits are applied to individual time entries so reports that provide fees/cost breakdown are way too long and not easy on the eyes, including that in QBO.
Show less
CP lawyer, Toronto
Hanuska13
Gtheule