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Bulk Approving Bills in the Pending Approval Status

Objective:

  • To bulk approval bills that are in the "Pending Approval" status in the Bills section 
  • Approval all Pending Approval Bills at once

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Billing tab
  2. Click the Pending Approval status box at the top left
  3. Tick the checkbox at the top left (to select all Bills)
  4. Click Approve or Approve and Apply Trust from the drop down menu beside
  5. Update the Issue Date if necessary
  6. Click Approve in the pop-up menu
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