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How to Edit an Unbilled Expense

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:

  1. Locate the Matter in question and click to view it
  2. Click Activities
  3. Click the "Expanse" tab to filter for Expenses 
  4. Click Edit on the Expense Entry you wish to edit
  5. Make the necessary changes
  6. Click Save Entry

 

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