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How do I Remove UTBMS Codes from my Bills?

Objective:

  • How to remove the UTBMS Codes next to the Activities on your Bill

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click Bill Themes
  4. Click the Bill theme you want to edit
  5. Click on Matter in the first column
  6. Click Line Items in the second column 
  7. Check/Uncheck "Include activity descriptions in line item descriptions"
  8. Click the green Save button at the top of the page [if showing]

 

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