Objective:
- How can I see the Time Entries that I've entered at $0
- Report on zero rate entries
Environment:
- Clio Manage
- Excel
Additional Information:
- n/a
Procedure:
- Go to Activities
- Choose Time (or click on the clock icon)
- Select the appropriate start and end dates
- Click Filters and make any necessary selections (Firm user, Invoice status, Matter, Category)
- Click Export
- Choose CSV and make your column layout selection (depending on the information you would like included)
- Click Export
- Open the download in Excel
- Select all populated cells, then hit Ctrl and A on your keyboard simultaneously (to select all)
- Click Insert
- Select Table
- Click OK
- Right-click anywhere in the table and choose Table > Totals Row
- Scroll down to the Total Row and click into the cell in the Hours column
- Click on the arrow that appears to the right of the cell and select Sum
- Click on the Rate column heading
- Uncheck Select All
- Check the box for 0
- Refer to the Hours column in the Totals Row to see the number of hours entered at a Rate of 0