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How to Add Timekeeper Initials to Time Entries


Show the Timekeeper's Initials in the Description Field of a Time Entry


  • Clio Manage

Additional Information:



  • Go to Activities
  • Click Activity Categories
  • Add Activity Category
  • Enter the user's Initials in the Name field
  • Leave Billing Method at User Default Rate
  • Click Save Category

When creating a Time Entry, open the Activity Description/Category drop-down menu and select the entry you just created with the user's initials

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