Contents
Adding UTBMS Codes to a Time Entry
Adding UTBMS Codes to an Expense Entry
When adding or editing Time and Expense entries through the Clio Mobile app, you can select UTBMS codes as necessary.
Before being able to use UTBMS codes from the Clio Mobile App, you must first enable them in the desktop application. Instructions for enabling UTBMS codes can be found HERE.
Adding UTBMS Codes to a Time Entry
For general information on adding Time entries in the Clio Mobile App, please see our Timekeeping Support article.
When editing or creating a new Time entry, tap on the "Activity category" field to bring up a list of all enabled UTBMS Activity Category codes along with any Clio Activity Category codes that you may have created. Tap on a description or UTBMS code to select it.
Once you have selected a UTBMS ActivityCategory code, the "UTBMS task code" field will become available. Tap the field to bring up a list of UTBMS Task codes. Tap a task code to select it.
Adding UTBMS Codes to an Expense Entry
When adding an Expense entry or editing one, you can add a UTBMS code by selecting "Select UTBMS expense code" and making a choice from the list that is provided:
