Objective:
- Delete Transaction for a Client
- Delete transaction from Client Ledger
Environment:
- Clio Manage
Additional Information:
This can also be done from the main "Accounts" tab in the left navigation bar. Note that not all transactions can be deleted (ie: Payments for Trust Requests/Clio Payments)”
Procedure:
- Navigate to the Contact
- Select the Transactions tab
- Select the desired Account within the Ledger dropdown menu
- Select the drop-down arrow next to the Edit button for this Transaction
- Click Delete