Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can You Edit the User on a Line Item on a Bill in Draft Status?

Objective:

  • Change User on Time entry on a draft Bill
  • Change User on Expense entry on a draft Bill
  • Change User initial's on Bill
  • Transfer line item to different User once on a Bill

Environment:

  • Clio Manage 

Additional Information:

  • If the Bill has been approved, the steps below are the same, however the Bill will need to be voided. For these instructions, see here.

  • For information on deleting draft Bills, see here.

  • For information on editing Activity Entries in bulk, see here,

Answer:

No. The Bill will need to be deleted, or the line item(s) removed, returning them to an unbilled state. From here, the Time or Expense entries can be edited and the User changed. 

If you would like to add your vote to this Feature Request, please contact our Support Team.

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality