KCS - How to Edit Transactions

Objective:

  • How to edit transactions on a matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go Transactions sub-tab of 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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