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How to Change the Timekeeper for a Time Entry on a Draft Bill

Objective:

  • Change timekeeper for a time entry
  • Edit timekeeper that is associated with a line item on a draft bill
  • Edit bill in draft state

Environment:

  • Clio Manage

Additional Information:

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.

Procedure:

  1. View the Draft Bill
  2. Click More Actions 
  3. Select Delete
  4. Navigate to the Matter with the Time Entry you would like to edit
  5. Click Edit 
  6. Change the Firm User
  7. Click Save Entry
  8. 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.

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