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How to Disable UTBMS Codes

Objective:

  • Disable UTBMS codes for LEDES billing

Environment:

  • Clio Manage

Additional Information:

  • If a UTBMS Code is disabled, the UTBMS will be unavailable for all Contacts.

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Select UTBMS Codes
  4. Uncheck Use UTBMS Codes
  5. Uncheck the box beside each code set
  6. Click Update UTBMS Settings

 

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