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How to Duplicate an Activity

Objective:

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

Environment:

  • Clio Web App

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 to Duplicate

*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

 

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