How to Bulk Move Time Entries to Another Matter

Objective:

• Move multiple Activities at once
• Assign entries to a different Matter
• Transfer time to a different Matter

Environment:

• Clio Manage

Additional Information:

• Only account administrators can process bulk moves
• Please note that you can only edit Time Entries if they are not already on a Bill
• Only users with Administrator permissions can bulk edit Time Entries

Procedure:

1. Go to the main Activities page
2. Click on Filters
3. In the Matter field, select the Matter with which the entries are currently associated
4. Optionally, make other Filter selections or enter a date range
5. Click on Time at the top-left (the Clock symbol)
6. Check the box to the left of all applicable Time Entries
7. Click Edit Time Entries
8. Enter the new Matter Number into the Matter field
9. Check the box "I've read and understood the consequences of this permanent action." 
10. Click Save