RBC now won’t issue USD (and other countries) money order on personal accounts even in USD. However, they advised me they will on business accounts. (I carry on business as a sole proprietor so it’s me in either case)The other banks don’t have this restriction. RBC couldn’t offer me a reason for this seemingly non sensical distinction. Does anyone have an idea why RBC has done this?
I’m a sole practitioner with no direct IT support. I use Clio Manage. On my old pc when I was saving an attachment from an email I used File explorer to move into the Clio Matters folder Microsoft One Drive for Business. It worked very well as I could easily put the attachment in the proper sub folder
With my new Pc, saving an attachment defaults to Clio Contacts. I have to sift through many contacts to click on that and then click on Matter folder. And because I have more than 2000 contacts the vast majority who don’t have matters. Clio kicks me into the desktop app.
I can save attachments with the File to Clio in Outlook. The attachments show up in the Documents Folder and not One Drive for Business. I then have to figure out how to move them over so I don’t have to look in both places.
Clio support insists that the default is to Contacts and not Matters (despite me sending them a screenshot from my old computer with the matters as the default).
If anyone has any solutions or if I’m missing an easy work around, please let me know