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Editing Imported Expenses With Activity Categories Clears The Imported Rate

Issue:

  • Unable to update imported Expenses with Activity Categories.
  • Expense Rate disappears when editing expenses to include Activity Category.

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Imported Expenses with individual rates cannot be edited to be an Activity Category, as the set rate of the Activity Category will override the imported rates.

Resolution:

A workaround would be to edit the imported Expenses to include the desired Activity Category name in the description field. 

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