KCS - What Bulk Actions are Available for Approved Bills?

Objective:

  • What options are available after mass selecting Bills in Awaiting Payment? 
  • What changes can I make to approved Bills in bulk?

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

These options are available from the buttons at the top-left of the page, after checking the boxes to the left of multiple Bills.

If you want to bulk pay bills from trust, the bills need to be in draft or pending approval state. For more information, click here.

Answer:

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