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How do I Delete a Transaction from the Bank Accounts Page?

Objective:

  • Delete a transaction from Accounts
  • Recorded payment with no Matter or Client associated
  • Account
  • Transactions
  • Payments

Environment:

  • Clio Web App

Additional Information:

If you cannot see the "Actions" column, ensure that it is selected from the "Columns" dropdown in the top-right corner. 

Procedure:

  1. Go to the Accounts page
  2. Click on the name of the bank account where you entered the transactions
  3. Locate a transaction that you wish to delete and click on the down arrow in the "Actions" column. 
  4. Select Delete
  5. Click Delete to confirm
  6. Repeat for each transaction, as needed

 

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