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KCS - How to Bulk Edit Time Entries

Objective:

  • How to Bulk Edit Time Entries
  • Bulk changing multiple Time Entries
  • Updating more than one Time Entry
  • Retroactively Update Time Entry rates
  • Change Time Entry cost

Environment:

  • Clio Web App

Additional Information:

  • Please note that these changes are irreversible
  • This will only edit the Time Entries displayed on the page you are currently viewing
  • You can only Edit entries that are not on a Bill 
  • Only Account Administrators have access to this feature
  • If you have changed the Matter billing rate, this will not automtically impact existing Time Entries. You can, however, use these steps to bulk edit the rate on the existing Time Entries to reflect the new Matter Rate. 

Procedure:

New Clio:

  1. Navigate to the Activities page or the Time sub-tab of a specific Matter
  2. Check box to the left of each Time Entry you wish to edit
  3. Select "Edit" from the Action drop-down
  4. Select the blue Apply button
  5. Change either the Date, Matter, User or Rate
  6. Confirm you have read and understood the consequences
  7. Select the green Save Time Entries button

Previous Clio:

  1. Navigate to the Activities page or sub-tab of a specific Matter
  2. Select Time
  3. Check box to the left of each Time Entry you wish to edit (or check the box at the very top-left to select all)
  4. Click Edit time entries
  5. Change the Date, Firm user, Matter, and/or Rate
  6. Check the box to confirm you have read and understood the consequences
  7. Select Save
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