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How do I Delete a Trust Disbursement?

Objective:

  • I applied a Trust Disbursement by mistake and need to delete the transaction

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Contact or Matter the trust funds are located in
  2. Click the Transactions sub tab
  3. Select the Trust Ledger 
  4. Locate the Transaction in question
  5. Click the drop-down to the left of the transaction
  6. Press Delete
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