Objective:
- Add a Time Entry to a Note for a Client with no Matter associated
Environment:
- Clio Manage
Additional Information:
Only Time Entries that are associated with a Matter can be billed. Any Time Entries that were originally created without a Matter associated can be later edited to link a Matter.
Answer:
This will create a Time Entry that can be viewed under the main Activities tab:
- Go to the Activities tab
- Adjust date range as desired
- Click the Matter column heading to sort Entries by ascending Matter Number
Time Entries that are not associated with a Matter will now be displayed at the top of the list.