KCS - Why Can't I Delete Certain Transactions in the New Clio Experience?

Objective:

  • Delete Transfer Transactions
  • Delete Bill Payments 

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

  • If the Transaction is linked with a Matter, the Delete option will be available from the Transactions tab on the Contact's page
  • You can also delete the payment by switching back to the previous version of Clio
  • Payments to Trust Request cannot be deleted in New Clio or in the previous version

Answer:

The Delete option has not been added for some Transactions yet in New Clio but this functionality will be added in the future. 

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