2017

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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

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:

  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

New 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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