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Is it Possible to add UTBMS Codes to Activities After the Bill has Been Generated?

Question:

  • Is it Possible to add UTBMS Codes to Activities After the Bill has Been Generated?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer :

No, Currently it would not be possible to add UTBMS codes to activities once a bill has been generated. If you would like to request for this feature, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio. 

 

To add the UTBMS codes after the bill has been generated, the bill will need to be deleted or voided and the UTBMS codes will need to be added from the activities section within the matter by editing each activity.

 

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