Objective:
- Copying Time Entry
- Copying an Expense
- Duplicate Activity
- Line Items
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Locate Time Entry or Expense within the Activities tab (or Activities subtab of Matter)
- Within the Actions column, click the downward arrow next to 'Edit'
- Click Duplicate
- Make any changes that you need to make to this entry (e.g. to the Matter, Description, etc) from the 'New Time Entry' screen that pops up
- Click Save entry
*Please note: that if the Invoice Status of the Entry has been Billed, the Duplicate button will appear next to the Time Entry
