How Do I Create Activity and Expense Categories?

Objective:

• How to create an Activity Category?
• How do I create Time Entry Templates?
• How do I create a Expense Category?
• How do I create a Expense Template?
• To create Activity Categories
• How to create an Activity Description?

Environment:

• Clio Manage

Additional Information:

• An Activity Category is a description of a Time Entry or Expense Category. For more information on Creating and Managing Activity Categories, see here. 
• For information on how to edit an Activity Category, see here. 

Procedure:

For Time Entry Category:

1. Go to Activities
2. Click Manage categories in the upper right corner (grey button)
3. Click New category in the upper right corner
4. Select Time Entry Category
5. Enter a Name
6. Select a Billing Method, and input rate if applicable
7. Set Permission Groups or check off Visibility to Co-counsel if applicable.
8. Click Save category

For Expense Entry Category:

1. Go to Activities
2. Click Manage categories in the upper right corner (grey button)
3. Click New category in the upper right corner
4. Select Expense Category
5. Enter a Name
6. Enter a Rate
7. Set any Permission Groups if applicable
8. Click Save category