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:
- Access the specific Matter
- Locate the Timeline, within the "Dashboard" tab, towards the bottom-right corner of the page
- Click on Filters (top-right)
- 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)
- Click Apply filters
- 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):
- Go to the main Dashboard
- Select Firm Feed
- Click on Filters (top-right)
- 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)
- Click Apply filters
- Review the records and use the page numbers or arrows to navigate to subsequent pages and see entries from further in the past