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How Do I Delete a Transaction I Manually Entered to the Matter's Bank Account?

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

 

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