Objective:
- Duplicate Time Entries
- Split Billing with Multiple Clients/Matter
- Adding Time Entries to another Matter
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
Using the Duplicate option, you can copy existing entries into another Matter by taking the following steps:
- Access the Matter where the Time Entries have already been recorded
- Select the Activities tab
- Click on the dropdown arrow (in the "Actions" column) and select Duplicate for the first entry
- If copying a Billed entry, the Duplicate option will be immediately visible in the Actions column
- Replace the number in the Matter field with the second matter
- Click Save entry
- Repeat until all entries have been copied over