Question:
- Is it possible to filter Time Entries by UTBMS codes?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to the Activities tab from either the main menu or the Matter
- Select your date range along the top
- Click the Filter button on the right
- Enter pertinent criteria for Firm, Invoice Status and Matter
- Enter the UTBMS code into the Time Entry Category
- Click the Apply Filters button