KCS - How Do I Delete a Transaction I Manually Entered to the Matter's Operating 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 Web App

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, see here for more information. 

Procedure:

  1. In the Matters tab in the black bar, select the Matter in question
  2. Click on the Transactions subtab
  3. From the Ledger dropdown, select the appropriate bank account 
  4. Locate the transaction in question and click Delete

 

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