- Delete a transaction from Accounts
- Recorded payment with no Matter or Client associated
- Clio Web App
If you cannot see the "Actions" column, ensure that it is selected from the "Columns" dropdown in the top-right corner.
- Go to the Accounts page
- Click on the name of the bank account where you entered the transactions
- Locate a transaction that you wish to delete and click on the down arrow in the "Actions" column.
- Select Delete
- Click Delete to confirm
- Repeat for each transaction, as needed