Objective:

• Trying to remove a payment
• Unable to get rid of a transfer
• What actions are irreversible in Clio?
• What action cannot be undone?
• What can't be deleted?

Environment:

• Clio Manage

Additional Information:

In all cases, the best way to undo a transaction created in error is to create a second transaction which reverses the first. An example of this can be seen here.

Answer:

There are 3 different kinds of Transactions that cannot be deleted in Clio:

• Payments made on Trust Requests (for an explanation, see here)
• Clio Payments
• Transfers from one bank account to another.