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How to Edit Transactions

Objective:

  • How to edit transactions on a matter
  • Edit Transactions

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Transactions sub-tab for the Contact or Matter
  2. Select the Account that the transaction is in from the drop down
  3. Click the drop down next to the transaction, then click Edit
  4. Make the necessary changes and click Save
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