- To enable UTBMS codes for LEDES billing.
- To add LEDES billing/UTBMS codes
- Clio Web App
- Settings > Billing > UTBMS Codes
For firms that engage in electronic invoice submission (i.e. LEDES) you can enable UTBMS codes for use in time and expense entries
- Go to Settings
- Select Billing
- Select UTBMS Codes
- Check Use UTBMS Codes
- Check the box beside each code set you would like to use
- Click Update UTBMS Settings
UTBMS Codes will now be available to use when adding Time Entries and Expenses.