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How to Change the Rates of Activity Categories?

Objective:

  • To change the rate of existing Activity Categories
  • Edit Rate
  • Activity Category

Environment:

  • Clio Manage

Additional Information:

  • Editing these rates will only affect new Time Entries going forward and will not adjust any previously entered Time.

Procedure:

  1. Navigate to the Activities tab
  2. Click Manage Categories on the top right
  3. Click Edit on the left of the Activity you want to edit
  4. Adjust rate
  5. Click Save Category

 

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