How do I untag a transaction?

Directions on how to untag a transaction from a client matter. You can delete or reassign the transaction to a different client matter.

Watch this instructional video or read the instructions below:

Step 1: Select the transaction or client matter where the transaction is currently tagged.

Note: If you are not sure which Client Matter the transaction was assigned to, you can access the All Transactions page by clicking the arrow next to the IOLA/IOLTA Now Total Balance. From there you can search the transaction and reassign it to the correct Client Matter.

Step 2: Locate the transaction that is incorrect

Step 3: On the right side of the transaction window select the edit icon and click ‘edit transaction tag’.

Step 4: Once you have selected ‘edit transaction’ you can either delete the client matter by clicking the gray ‘x’ or you can reassign by clicking a new client matter from the drop-down menu.

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV. IOLTA accounts held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.