Objective:
- Locate Time Entry that is not associated to or linked to a Matter
- Filter activities to find all entries not associated to a matter
- Missing Time Entries
Environment:
- Clio Manage
Additional Information:
- Taking the steps below will pull your Time Entries without a Matter to the top of the list. Please note that if you do not have Admin permissions, Time Entries created by other users and not associated with a Matter may not be visible to you.
Procedure:
- Go to the Activities tab
- Click the Time tab
- Enter the appropriate start and end dates, or clear out the fields to view all dates
- Click Filters
- Under "Firm user," select All Users
- Click Apply filters
- Click on the Matter column heading to rearrange the Time Entries and have the entries without Matters appear at the top of the list