KCS - How do I Delete Bank Account Transaction from the 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:

n/a

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

 

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