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KCS - Can I Turn Off the Include Unbilled Matters With Zero Balance

Objective:

  • Turn off include unbilled matters with zero balance by default

Environment:

  • Clio Web App

Additional Information:

If you do not want the Time and/or Expense Activities that have a $0 balance to appear then you would need to either:

(a) delete those entries 

(b) generate them onto a Bill on their own, ex. generate a bill that only includes the $0 entries and that bill will automatically moved to Paid since there will be $0 owing.

Answer:

The checkbox to "include unbilled matters with a $0 balance" comes into play when generating multi-matter bills.

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