Issue:
- Total time on Matter Dashboard is greater than award earned
- Contingency Matter bill shows balance greater than the percentage of the award earned
- Contingency Matter has Billable Time owed, before the settlement has been awarded.
Environment:
- Clio Manage
Additional Information:
- When additional fees are not due to Reimbursable Expenses.
Cause:
- The Matter was originally created as a Matter billed Hourly and Time Entries were added at the default hourly rate
or - A rate for one or more Time Entries was manually changed to an amount greater than $0/hour
Resolution:
- Change Matter's Billing Preferences to Hourly:
- Edit the Matter
- Under Billing Preferences select Hourly
- Save Matter
- Bulk Edit Time Entries
- Navigate to the Activities sub-tab of the specific Matter
- Select Time
- Check box to the left of each Time Entry you wish to edit (or check the box at the very top-left to select all)
- Click Edit time entries
- Change the Rate to $0
- Check the box to confirm you have read and understood the consequences
- Select Save
- Return the Matter's Billing Preferences to Contingency
- Edit the Matter
- Under Billing Preferences select Contingency
- Save Matter