Objective:
- Add the Attorney initials column to your Bill Theme
- Display which Attorney had completed the work on the Bill
Environment:
- Clio Web App
Additional Information:
N/A
Procedure:
- Select gear icon to access settings
- Select Billing
- Select Bill Themes sub-tab
- Select the Bill Theme to change
- Select Matter on the left
- Select Services/Combined Orderings
- Select and drag Attorney from the Hidden Column to the Showing Column
- Select Expense Orderings
- Repeat step 7