KCS - How do I Skip the Approval Process on a Bill?

Objective:

  • Skip Trust Approval Process
  • Skip Bill Approval Process
  • Billable Clients
  • Generate Bills

Environment:

  • Clio Web App

Additional Information:

Please note this will need to be done for each individual Bill.

Procedure:

  1. Go to Bills
  2. Click Billable Clients
  3. Select required Bill
  4. Tick box Skip the bill approval process
  5. Press Generate Bills

 

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