2017

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KCS - 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 Web App

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

 

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