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How to Enable UTBMS Codes

Objective:

  • To enable UTBMS codes for LEDES billing.
  • To add LEDES billing/UTBMS codes

Environment:

  • Clio Manage

Additional Information:

For firms that engage in electronic invoice submission (i.e. LEDES) you can enable UTBMS codes for use in time and expense entries

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Select UTBMS Codes
  4. Check Use UTBMS Codes
  5. Check the box beside each code set you would like to use
  6. Click Update UTBMS Settings

UTBMS Codes will now be available to use when adding Time Entries and Expenses.

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