Objective:

• Delete a transaction manually entered to the Matter's Operating Account.
• Delete a transaction manually entered to the Matter's Trust Account.
• Remove a transaction added to a Matter in error

Environment:

• Clio Manage

Additional Information:

Once a transaction is deleted, you cannot undo the deletion.

At the Matter level, you can only delete transactions that were added using the "New Transaction" button. If the edit/delete option is not available, it is likely a Trust Request payment and cannot be deleted. See here for more information. 

Procedure:

1. Navigate to the appropriate Matter
2. Click on the Transactions subtab
3. From the Ledger dropdown, select the appropriate bank account 
4. Locate the transaction in question, click the drop-down beside the Edit button, and click Delete