KCS - How To Show Timekeeper Initials Beside Each Line Item on the Invoice

Objective:

  • Add a column showing the Attorney's Initials to all the entries he actually worked on
  • Show on the invoice who entered each Activity

Environment:

  • Clio Web App

Additional Information:

Users can edit their Initials by editing their Profile.

Procedure:

  1. Go to Settings > Billing > Bill Themes
  2. Select the Bill Theme you wish to edit
  3. Go to Matter > Service/Combined Orderings
  4. Drag the "Attorney" box over from "Hidden" to "Showing".
    • Where you place the box within the "Showing" list will determine the order in which it appears on the Invoice.
  5. Your changes will be saved automatically

 

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