Objective:
- To make changes to an existing Expense entry that is not on a Bill
- How do I edit an Expense Entry that has not been billed yet
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Locate the Matter in question and click to view it
- Click Activities
- Click the "Expanse" tab to filter for Expenses
- Click Edit on the Expense Entry you wish to edit
- Make the necessary changes
- Click Save Entry