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How to Delete a Transfer Between Bank Accounts

Objective:

  • To learn the steps involved in removing a transfer of funds from one bank account to another
  • Delete Transfer
  • Bank Account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Contact or Matter that this Transaction is associated to
  2. Click on the Transactions subtab
  3. From the Ledger dropdown, select the bank account where the funds were transferred from or into
  4. Locate the transaction in question and click the Drop-Down arrow next to the Edit button.
  5. Click Delete
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