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How To Delete Manual Funds Added to Client Ledger


  • Delete Transaction for a Client


  • Clio Manage

Additional Information:

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


  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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