How to Edit Transactions


  • How to edit transactions on a matter


  • Clio Web App

Additional Information:



  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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality