From Activities Tab:
To create an expense from your Activities tab, go to Activities-Expense Entries. This is where you can see and enter in expenses across all of your matters.
To create a new one, click on "Add";
Then link the Matter you would like to charge the expense to and fill in the description and amount;
Once you've clicked on "Save" you will see your expense charged to the appropriate matter:
From a Matter:
You can also enter in an expense from within a Matter card. To do so, open the Matter and click on Expenses. Then follow the instructions as above.
To edit or delete a single unbilled* expense line entry, click on the "Edit or Delete" quick links below the 'Date' column:
To delete** multiple expense entries: Select the specific entries via the checkboxes or choose ALL, then select the 'Delete' Action, and click 'Apply'.
Note: There is no bulk edit option available at this time.
*Please note that if you have billed the expense entry on a bill, it is frozen and can not be deleted or edited unless you delete the bill the entry is billed on.
**Please note that only Administrators will have permissions to delete bulk entries across the various areas of Clio. Non-Administrators will not have a view for the Bulk Delete option.