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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 
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