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How do I Edit a Transaction that is not Associated with a Matter or Client?

Objective:

  • Change details of fund deposit
  • Assign a Contact or a Matter to a Transaction
  • Attach a Transaction to a Client or a Matter
  • Link a Transaction to a Client or a Matter
  • Edit a Transaction that is not Associated with a Matter or Client
  • Office Accounts
  • Trust/Client Accounts
  • Disbursed Trust Funds but not reflected in the Matter Trust Funds

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Accounts
  2. Click on the relevant bank account
  3. On the line of the Transaction you are editing, click Edit
  4. Make the appropriate changes to the Transaction
  5. Click Save Transaction

 

 

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