KCS - How to Bulk Approve Draft Bills

Objective:

  • Approve all Draft Bills at once

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

Previous Clio:

  1. Go to Bills
  2. Go to the Draft Subtab
  3. Click the Select All checkbox on the top left
  4. Click Select All # Bills to select Bills from multiple pages
  5. Click the Action drop-down menu
  6. Select Approve
  7. Click Apply

New Clio:

  1. Go to Bills
  2. Go to the Draft Subtab
  3. Click the checkbox at the top left
  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
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