Objective:
- To edit a Bill but not update the original record for the Time or Expense Entry
- Stop time and expense entry edits from changing the original record
- Avoid Bill line item edits from pushing back to the Matter
Environment:
- Clio Web App
Additional Information:
Edits made to the Activity Categories from the Edit Bill page do not update the original record.
For information on how to edit a Draft Bill click here.
Answer:
By default when editing a Bill in new Clio the Update Records box is checked at the top of the page. If you do not wish the original records to be updated you must deselect this box.