Objective:

• I deleted a payment from trust and I want the payment and reimbursement to show in the trust ledger.

Environment:

• Clio Manage

Additional Information:

Deleting the payment from trust will delete all transactions (in your trust and operating accounts) associated with it.

Answer:

To reflect these transactions in your trust ledger, add a disbursement using Disburse Funds, and add the refund using Add to return the funds to trust, showing the round-trip of the funds.