KCS - How to Display UTBMS Codes on Your Bills

Objective:

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

Environment:

  • Clio Web App

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 subtab
  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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