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 automatically impact existing Time Entries. You can use these steps to bulk edit the rate on the existing Time Entries to reflect the new Matter Rate.
Procedure:
- Navigate to the Activities page or the Time sub-tab of a specific Matter
- Check the 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