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KCS - How To Edit an Aggregated Line Item.

Objective:

  • Edit the Time entries associated with an Aggregated Line Item
  • Change Time Entires or Expenses after they have been aggregated on an Invoice
  • Edit Aggregated Line Items when the Bill is in Draft, Pending Approval, and Awaiting Payment stage

Environment:

  • Clio Web App

Additional Information:

This can only be done in New Clio. 

**To edit approved Bills, you must enable the "Editing of Approved Bills" feature

Procedure:

  1. Select Bills
  2. Under the appropriate Bill State, locate the Bill ID
  3. Select Edit next to the appropriate Bill
  4. Under "Actions" select the Down Arrow
  5. Select Edit Included Line Items from the drop down menu
  6. Make the desired changes
  7. Select Save Items
  8. Select Save Invoice

 

 

 

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