Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I delete an Expense Category that is in use?

Objective:

  • Can I delete an expense category? 
  • How can I delete an expense category? 
  • What will happen to existing expenses if I delete an expense category?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No. An error will pop-up if you delete an expense category that is used in a Matter. You will need to remove any expense entries that is using that specific category in order to delete the category. 

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