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How To Delete Manual Funds Added to Client Ledger

Objective:

  • Delete Transaction for a Client

Environment:

  • Clio Manage

Additional Information:

This can also be done from the main "Accounts" tab in the left navigation bar.

Procedure:

  1. Navigate to the Contact
  2. Select the Transactions tab
  3. Select the desired Account within the Ledger dropdown menu
  4. Select the drop-down arrow next to the Edit button for this Transaction
  5. Click Delete
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