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Is It Possible to Filter Time Entries by UTBMS Codes?

Question:

  • Is it possible to filter Time Entries by UTBMS codes?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Activities tab from either the main menu or the Matter
  2. Select your date range along the top
  3. Click the Filter button on the right
  4. Enter pertinent criteria for Firm, Invoice Status and Matter
  5. Enter the UTBMS code into the Time Entry Category
  6. Click the Apply Filters button

 

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