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

Objective:

  • Edit Timekeeper that is associated with 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 
  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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