KCS - How to Show a Deleted Payment in the Trust Ledger

Objective:

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

Environment:

  • Clio Web App

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.

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