Announcing our final Keynote - Attorney Ben Crump! Save your spot for the Clio Cloud Conference.

How to Bulk Approve Draft Bills

Objective:

  • Approve all Draft Bills at once

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Billing tab
  2. Click the Draft status box at the top left
  3. Tick the checkbox at the top left (to select all Bills)
  4. Click the drop-down arrow beside 'Submit for Approval'
  5. Click Approve
  6. Update the Issue Date if necessary
  7. Click Approve in the pop-up menu
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality