KCS - What Happens if 2 Users Try to Edit a Bill at the Same Time?

Objective:

  • Can multiple users edit an Invoice at the same time? 

Environment:

  • Clio Web App
  • New Clio

Additional Information:

n/a

Answer:

The system will not prevent multiple Users from editing a Bill at the same Time and does not currently provide a warning in this situation. Clio will, however, attempt to pull in the edits from both users. Here is the logic used: 

  • If User 1 edits Time Entry A and User 2 does not edit Time Entry A, User 1's edits will be applied regardless of the order in which they save their changes
  • If User 1 edits the Rate for Time Entry A and User 2 also edits Rate for Time Entry A, the edits will be applied based on whoever saved their changes last
  • If User 1 edits the Duration for Time Entry A and User 2 edits the Rate for Time Entry A, both edits will be applied
  • If either user removes a Time Entry from the Bill, this will be removed completely, regardless of whether another user is editing the Bill at the same time
  • If either user adds a Time Entry to a Bill, this will be added, regardless of whether another user is editing the Bill at the same time
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