How to Show on the Bill Who Entered Time or Expense Entries

Objective:

• Add the Attorney initials column to your Bill Theme
• Display which Attorney had completed the work on the Bill

Environment:

• Clio Manage

Additional Information:

N/A

Procedure:

1. Select gear icon to access settings
2. Select Billing
3. Select Bill Themes sub-tab
4. Select the Bill Theme to change
5. Select Matter on the left
6. Select Services/Combined Orderings
7. Select and drag Attorney from the Hidden Column to the Showing Column
8. Select Expense Orderings
9. Repeat step 7