KCS - How do I Delete a Trust Disbursement?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Contact or Matter depending on where the trust funds are located 
  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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