KCS - Can You Edit the User on a Line Item on a Bill in a Draft State?

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 Web App

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. 

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