KCS - 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. In the Contacts tab in the black bar, locate the client in question and click to View
  2. Click on the Transactions subtab
  3. From the Ledger dropdown, select the bank account where the funds were transferred from
  4. Locate the transaction in questions and click Delete

 

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