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:

  • 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 for Transactions has not been fully added to all areas in Clio for some Transactions yet, but it is coming.

In the meantime, if you navigate to the Contact in Clio, and then to the Transactions tab, you should be able to delete it from here.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality