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Why is There an Unallocated Section on the Fee Allocation Report?

 

Objective:

  • Find out why the Fee report has an Unallocated Section

Environment:

  • Clio Web App

Additional Information:

A user will not be associated to a line item when adding an item to bills without selecting Create New Record. 

Answer:

Line items that do not have a user cannot be associated and will appear as unallocated.

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