KCS - Is There a Way to Create Expense Categories?

Objective:

  • Determine if you can create custom Expense categories similar to Activity Categories.
  • Whether there a way to create Expense Categories to distinguish what the Expense is for without having to look at each one

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Activity Categories are only available for Time Entries. However, when creating an Expense you can enter a description, or you can use UTBMS codes to categorize Expense Entires.

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