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How to View Unbilled Time Entries

Objective:

  • Filter for unbilled Time
  • Remove Billed Time from Activities page

Environment:

  • Clio Manage

Additional Information:

How do I Check for Unbilled Entries in a Matter?

Procedure:

  1. Navigate to the Activities tab
  2. Click on the Time icon on the upper left of the data table
  3. Enter in a Date Range of Activities
  4. Click Filters on the top right
  5. Under Invoice Status, select Unbilled
  6. Add any other desired filters
  7. Click Apply Filters

 

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