KCS - How to Remove the Notes Column on Bills

Objective:

  • Hide Time Entry Notes and Description on Bills

Environment:

  • Clio Web App

Additional Information:

  • Notes includes both the Activity Category and Description for Time Entries (referred to as Activity Description and Notes in the previous version of Clio)
  • Changes made to Time Entries should save automatically; if you see a green Save button at the top-right of the page, this indicates that the changes have not been saved (click on the Save button)
  • How to Hide Time Entry Descriptions on a Bill

Procedure:

  1. Go to Settings
  2. Select Billing 
  3. Select Bill Themes
  4. Click on the theme you wish to edit
  5. From the menu at the top-left of the Edit Bill Theme page, select MatterServices/Combined Orderings
  6. Drag Notes field from Showing Columns to Hidden Columns

 

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