- My transaction is missing from Clio and I am trying to locate it
- Clio Manage
- You can use Command + F (Mac) or CTRL + F (PC) to search the page for specific amounts or keywords.
A common cause of this is that a transaction may have been created without a matter or client associated to it.
E.g. If a transaction was entered at the client level (e.g created from the Contact > Transactions sub-tab with no matter specified), the transaction will not be viewable from the matter level (i.e. the Matter > Transactions sub-tab).