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:
- Go to Settings
- Click Billing
- Click Bill Themes
- Click the Bill theme you want to edit
- Click the Matters sub-tab
- Click Services/Combined Orderings
- Drag the Description button to the Showing column
- Click Expense Orderings
- Drag the Description button to the Showing column
- Click the green Save button at the top of the page [if showing]