KCS - Issue: Billing History Report excludes non-aggregated items when only time entries/expenses are aggregated

Issue:

  • Billing History Report excludes non-aggregated items when only time entries/expenses are aggregated

Environment:

  • Clio Web App

Additional Information:

If a Bill is generated and approved, and only services are aggregated, any expenses on the bill do not show on the Billing History Report. 

This is also the case when only expenses are aggregated

Cause:

Not yet diagnosed

Workaround:

Aggregate both expense and time entries 

OR 

Do not aggregate any time entries 

 

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