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


  • Delete Transfer Transactions
  • Delete Bill Payments 


  • 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


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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