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What Date is Used by Default When Creating Time Entries?

Objective:

  • Understand how dates are assigned to Activities

Environment:

  • Clio Manage

Additional Information:

The following logic is used to determine the start date when filtering the date range of the Activities page:

  • Today - Time entry modal defaults to current date 
  • This week  - Time entry modal defaults to Sunday’s date
  • This month - Time entry modal defaults to first of the month
  • This year - Time entry modal defaults to first of the year 
  • Custom range - Time entry modal defaults to the first date in the range

Answer:

 

Added from Date Used
Create New button Today's date

Add Time button on the Matter Dashboard

Today's date

Activities page or Matter sub-tab

Start date of current date range filter

Save and duplicate button on previous entry

Date of previous entry

Save and create another button on previous entry

Date of previous entry

 

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