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
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Accounts
- Click on the relevant bank account
- On the line of the Transaction you are editing, click Edit
- Make the appropriate changes to the Transaction
- Click Save Transaction