Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Error: Unable to Edit Entry. The Page may be outdated. Please Refresh and try Again

Issue:

  • Error Received 
  • Unable to Add Expense Entry 

    Screen_Shot_2020-12-08_at_7.21.57_AM.png

Environment:

  • Clio Manage

Additional Information:

n/a

Resolution:

Option 1 

  • Do a Clear Cache
  • Confirm if you have permissions to use the Activity Category selected
  • Confirm that you have permissions to access the associated Matter
  • If you cannot access the Matter, have the responsible User add access to that matter for you

Option 2 for UTBMS Expenses

  1. Nagivate to the Settings
  2. Click on Billing 
  3. Click on the UTBMS Codes subtabs
  4. Make sure the Use UTBMS Codes box is checked
  5. Make sure the all code sets you want to use is selected
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality