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

Objective:

  • Edit Timekeeper that is associated to a line item on a Draft Bill

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. View the Draft Bill
  2. Click More Actions > Delete
  3. Navigate to the Matter with the Time Entry you would like to edit
  4. Click Edit > change the Firm User
  5. Click Save Entry
  6. Re-generate the Bill 
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