- Change timekeeper for a time entry
- Edit timekeeper that is associated with a line item on a draft bill
- Edit bill in draft state
- Clio Manage
To change the timekeeper for a time entry on a draft bill, it is necessary to delete and then re-generate the bill after editing the timekeeper on the Matter.
- View the Draft Bill
- Click More Actions
- Select Delete
- Navigate to the Matter with the Time Entry you would like to edit
- Click Edit
- Change the Firm User
- Click Save Entry
- Re-generate the Bill
If you would like to request for the feature to be able to edit a time entry's timekeeper on a draft or unpaid bill, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.