2017

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KCS - How to Filter Unbilled Time Entries within a Date Range

Objective:

  • Search for Time Entries that have not been billed

Environment:

  • Clio Web App

Additional Information:

The date range within this filter defines the date that the Time Entries were created.

In Previous Clio, Time Entries that have not been included on a Bill or are currently on Draft or Pending Approval Bills will appear within Unbilled filter.

In New Clio, Time Entries that have not been included on any Bill State will appear within Unbilled filter.

Procedure:

Previous Clio:

  1. Select the main Activities tab
  2. Select Filter 
  3. Select desired User
  4. Under Status, select Unbilled
  5. Choose desired Filter Dates

New Clio:

  1. Select the main Activities tab
  2. Choose desired Filter Dates
  3. Select Filters 
  4. Select desired User
  5. Under Invoice Status, select Unbilled
  6. Click Apply Filters

Only Time Entries with your desired filter setting will now appear.

 

 

 

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