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  • Error Received 
  • Unable to Add Expense Entry 



  • Clio Manage

Additional Information:



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
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