Objective:
- Search for Time Entries that have not been billed
Environment:
- Clio Manage
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:
- Select the Activities page or tab in a Matter
- Select Filter
- Select desired User
- Under Status, select Unbilled
- Choose desired Filter Dates
New Clio:
- Select the Activities page or tab in a Matter
- Choose desired Filter Dates
- Select Filters
- Select desired User
- Under Invoice Status, select Unbilled
- Click Apply Filters
Only Time Entries with your desired filter setting will now appear.