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How to Display UTBMS/LEDES Codes on Your Bills

Objective:

  • How to Show UTBMS/LEDES Codes next to the Activities on your Bills
  • Show/Hide LEDES Codes on Bills

Environment:

  • Clio Manage

Additional Information:

When assigned to Activities, UTBMS Task Codes will appear under the Description column

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click Bill Themes
  4. Click the Bill theme you want to edit
  5. Click the Matters sub-tab
  6. Click Services/Combined Orderings
  7. Drag the Description button to the Showing column
  8. Click Expense Orderings
  9. Drag the Description button to the Showing column
  10. Click the green Save button at the top of the page [if showing]
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