San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Duplicate an Activity

Objective:

  • Copying Time Entry
  • Copying an Expense
  • Duplicate Activity 
  • Line Items

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Locate Time Entry or Expense within the Activities tab (or Activities subtab of Matter)
  2. Within the Actions column click the downward arrow next to 'Edit' 
  3. Click Duplicate
  4. 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
  5. 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

Duplicate_Activity.png

 

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