KCS - 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

Environment:

  • Clio Web App

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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