KCS - How do I View All Entries Billed at a 0 Rate?

Objective:

  • How can I see the Time Entries that I've entered at $0
  • Report on zero rate entries

Environment:

  • Clio Web App
  • Excel

Additional Information:

n/a

Procedure:

  1. Go to Activities
  2. Choose Time (or click on the clock icon)
  3. Select the appropriate start and end dates
  4. Click Filters and make any necessary selections (Firm user, Invoice status, Matter, Category)
  5. Click Export
  6. Choose CSV and make your column layout selection (depending on the information you would like included)
  7. Click Export
  8. Open the download in Excel
  9. Select all populated cells, then hit Ctrl and A on your keyboard simultaneously (to select all)
  10. Click Insert
  11. Select Table
  12. Click OK
  13. Right-click anywhere in the table and choose Table > Totals Row
  14. Scroll down to the Total Row and click into the cell in the Hours column
  15. Click on the arrow that appears to the right of the cell and select Sum
  16. Click on the Rate column heading
  17. Uncheck Select All
  18. Check the box for 0
  19. Refer to the Hours column in the Totals Row to see the number of hours entered at a Rate of 0
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