KCS - How to Delete a Bank Account

Objective:

  • How to Remove Client Trust Fund
  • How to Delete the Operating Account

Environment:

  • Clio Web App

Additional Information:

You cannot delete an Account if there are any Transactions in the Account. You must delete any Transactions prior to being able to delete the Account.

Procedure:

New Clio

  1. Navigate to the Accounts tab
  2. Click the drop-down arrow in the Actions column beside the Account you wish to remove
  3. Choose Delete
  4. Confirm that you understand the consequences of this action
  5. Choose Delete again

Previous Clio

  1. Navigate to the Accounts tab
  2. Choose Delete under the Account you wish to remove
  3. Confirm that you understand the consequences of this action
  4. Choose Delete again

 

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