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How Do I See When a Time/Expense Entry was Created?

Objective:

  • View records of Activities being created or edited
  • See when changes were made to Time Entries
  • See when changes were made to Expense Entries
  • How can I identify who created a Time/Expense Entry?
  • How can I tell who created an Expense Entry?
  • How can I tell who created a Time Entry?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

If the entry is linked to a Matter: 

  1. Access the specific Matter
  2. Locate the Timeline, within the "Dashboard" tab, towards the bottom-right corner of the page
  3. Click on Filters (top-right)
  4. Under "Type," select Time entry/Hard Cost Entry/Soft Cost Entry
    • You can also filter by User or "Deleted only" (to just see records of deletions)
  5. Click Apply filters
  6. Review the records and use the arrows to navigate to subsequent pages and see entries from further in the past

If the entry is not linked to a Matter (or to see all records):

  1. Go to the main Dashboard
  2. Select Firm Feed
  3. Click on Filters (top-right)
  4. Under "Type," select 
  5.  Time entry/Hard Cost Entry/Soft Cost Entry
    • You can also filter by User or "Deleted only" (to just see records of deletions)
  6. Click Apply filters
  7. Review the records and use the page numbers or arrows to navigate to subsequent pages and see entries from further in the past

 

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