- Cannot Edit or Delete Transaction in New Clio
- Editing Bill Payments option unavailable
- Clio Web App
As Contacts were not updated in New Clio, the same functionality is available for Transactions at the Contact level.
The Delete button has not been added for certain Transactions in the New Clio Experience although it will be added in the future.
- Access the page for the relevant Contact
- Select the Transactions tab
- Edit or Delete the Transaction