Objective:
- To learn the steps involved in removing a transfer of funds from one bank account to another
- Delete Transfer
- Bank Account
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to the Contact or Matter that this Transaction is associated to
- Click on the Transactions subtab
- From the Ledger dropdown, select the bank account where the funds were transferred from or into
- Locate the transaction in question and click the Drop-Down arrow next to the Edit button.
- Click Delete