KCS - How to add Timekeeper Initials to Time Entries

Objective:

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

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

Previous Clio

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

New Clio:

  • 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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