2017

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KCS - How to Add an Expense to a Matter

Objective:

  • How do I add expenses to a Matter?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. How To Add Time Entries

    Objective:

    • How do I record a Time Entry
    • Logging matter time entries
    • How to create Time Entries
    • Creating Time Entries

    Environment:

    • Clio Web App

    Additional Information:

     

    Procedure:

    From the Create New button

    1. Click on Create New at the top-right
    2. Select Expense entry
    3. Input the appropriate details
    4. Click Save entry

     

    From the Activities page

    1. Click on Activities in the sidebar on the left-hand side of the page (this is the clock icon if the sidebar is collapsed)
    2. Click Add expense
    3. Input the appropriate details
    4. Click Save entry

     

    From the Activities tab on a specific matter page

    1. Access the page for the individual matter
    2. Select the Activities tab
    3. Click Add expense
    4. Input the appropriate details (the Matter field will be populated automatically)
    5. Click Save entry
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