Objective:
- How to Bulk Edit Time Entries
- Bulk changing multiple Time Entries
- Updating more than one Time Entry
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
- It is not possible to Edit entries that are on a Bill
- Only Account Administrators have access to this feature
Procedure:
Previous Clio:
- Navigate to the Activities page or the Time sub-tab of a specific Matter
- Check box to the left of each Time Entry you wish to edit
- Select "Edit" from the Action drop-down
- Select the blue Apply button
- Change either the Date, Matter, User or Rate
- Confirm you have read and understood the consequences
- Select the green Save Time Entries button
New Clio:
- Navigate to the Activities page or sub-tab of a specific Matter
- Select Time
- 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)
- Click Edit time entries
- Change the Date, Firm user, Matter, and/or Rate
- Check the box to confirm you have read and understood the consequences
- Select Save